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
Deals Of The Day: The Latest In Wealth Management M&A – Mercer Global Advisors, NorthAvenue Financial Advocates
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Summary Of Senior North American Executive Moves – June 2026
A roundup of moves, appointments and personnel shifts in the North American market. ...
Who's Moving Where In Wealth Management? – Nomura
The latest senior wealth management industry moves, appointments and personnel changes in North America. ...
Former MSCI Senior Figure Joins Citi Wealth
The newly-appointed figure spent a total six years at MSCI and before this, worked at Wilmington Trust. ...
Independent Films' Overlooked Place In Alternative Investing
Entertainment financing hasn't had what other alternative asset classes take for granted: a public index, standardized comparable-deal data, and an accessible packaged product an advisor could actually put in fr...
Who's Moving Where In Wealth Management? – F2 Strategy, LPL Financial
The latest senior wealth management industry moves, appointments and personnel changes in North America. ...