Latest Comment & Analysis

Family Office
March 3, 2026

How The Family Office Talent Management Market Stands Today

We carry this brief interview with an executive search figure ...

Strategy
February 26, 2026

What To Expect As Cooper Claims Top Beacon Pointe Job

There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...

Strategy
February 24, 2026

Lessons For Families And Their Advisors From A Hit TV Series

A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...

Strategy
February 9, 2026

ANALYSIS: Understanding Geopolitics To Gain Wealth Edge

In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...

Strategy
January 30, 2026

Productivity Gains Lauded By Key Wealth As Growth Continues

We talked to the head of the bank's wealth business about the details of productivity, organic growth, which investment and credit solutions are needed, and how it is positioning for the future. ...

Family Office
January 26, 2026

ANALYSIS: Family Offices in Motion – A Transatlantic View

Taking views from the US, London and other jurisdictions, we consider how and why family offices and the UHNW individuals they serve move around, open new offices, and position to handle risks and opportunities....

Latest News

M and A
June 17, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Modera, Northstar

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

People Moves
June 17, 2026

Who's Moving Where In Wealth Management? – Cresset, Raymond James

The latest senior moves, appointments and personnel changes in North American wealth management. ...

Technology
June 17, 2026

Digital Digest: The Latest Tech News – Zocks, WealthAi

The latest technology news in the wealth management sector from around the world. ...

Practice Strategies
June 16, 2026

Ready To Deploy: Building A Cyber-Safe AI Roadmap For Family Offices

One of the takeaways from the fireside chat at this part of the FWR family office cybersecurity forum was that the offices that put in guardrails now will be in a different place from those that wait for matters...

People Moves
June 16, 2026

New $3.5 Billion San Francisco-Based RIA Is Launched

Another RIA is launched, showing that while some of these organizations are consolidating via M&A, others are still being created. ...

People Moves
June 16, 2026

Who's Moving Where In Wealth Management? – UBS

The latest senior appointments, moves and personnel changes in North American wealth management. ...