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
SALT, SkyBridge Capital Founder Appointed To BNB Standard Corp Board
The former Wall Street banker and a member of the White House team in the first Trump administration, Anthony Scaramucci is a recognizable face in today's world of finance, thought leadership and public commenta...
How To Leverage AI Searches For Organic Growth
At last week's annual IMPACT conference in Boston, a senior figure from Charles Schwab outlined the ways that advisors can use AI and other tools to improve organic growth. ...
Accelerated Wealth Partners Acquires Stake In $5 Billion RIA
The firm, backed by private equity money, has agreed to invest in Massachusetts-based Pallas Capital Advisors. ...
Mind The Gap: RIAs Lag On Developing Future Leaders, DeVoe Finds
Registered investment advisors have tightened their compensation plans and review more often, but training for junior advisors and succession planning are falling behind, according to DeVoe & Co’s latest talen...
Binance Restores Withdrawals; Crypto Sector Scrutinizes $6.3 Billion Attack
The saga has come as a blow to an industry that in some respects was seen as a mainstream financial services business, attracting interest from quarters such as wealth management. ...
What’s New In Investments, Funds? – Hines
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...