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
Digital Digest: The Latest Tech News – FactSet, Scotiabank
The latest technology news in the wealth management sector from around the world. ...
Deals Of The Day: The Latest In Wealth Management M&A – The Mather Group, Legacy Consulting Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who's Moving Where In Wealth Management? – Raymond James, Foran Financial Group, Carson, Janney
The latest senior wealth management moves, appointments and personnel changes in the North American sector. ...
Four Raymond James Teams Join Ascentis Independent Advisors
Under terms of the move, the California and Colorado teams, which have operated as a single Raymond James branch since 2022, will keep Raymond James as custodian. ...
Cresset Hires Former Blackstone Senior Figure As Chief Market Strategist
The appointee will shape the multi-family office's macro and asset allocation views and advise its institutional clients. ...
Citi Recruits Former Morgan Stanley Figure As Research Head
Taking over from an interim research head, the new leader of this business is taking up the post at the US bank. ...