Latest Comment & Analysis
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event – such as a launch of a rocketry, satellite and engineering company – takes place. ...
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture have put HNW individuals on edge about their security, both on the physical and digital side. We talk to experts...
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100 years, and structures that are closely associated with these, called Delaware Statutory Trusts. Handled in the rig...
Latest News
Who's Moving Where In Wealth Management? – RBC Wealth Management, Raymond James
The latest senior wealth management moves, appointments and personnel changes in the North American sector. ...
AI Won't Fix Wealth Management's Data Problem
The author of this article, who took part in a recent discussion on AI and wealth management in a conference hosted by FWR, poses the question to firms: Is their data good enough for what they want AI to do? ...
The Family Office IT & Cybersecurity Playbook: An Inside Look
In the family office ecosystem, technology and cybersecurity are no longer administrative back-office line items, one of the figures speaking at the Family Wealth Report Fintech Summit in Manhattan last week, s...
South Carolina-Led Wealth Management Joins Osaic
The firm cited succession planning and access to Ladenburg Thalmann Asset Management among the reasons for its move to Osaic. ...
Opportunities in AI, Metals, Commodities Amidst Resource Crunch – Ninety One
With the world’s physical resources back at the center of the global economy, amid geopolitical events disrupting energy and commodity flows, wealth managers discuss their investment preferences. ...
What’s New In Investments, Funds? – Natixis IM
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...