Latest Comment & Analysis

Trust Estate
January 6, 2023

Special Needs Trusts: Protecting The Whole Family With Wealth Planning

The authors of this article argue that trustees of special needs trusts should have a deep appreciation of the circumstances and aspirations of the beneficiary. ...

Wealth Strategies
December 23, 2022

Faith-Based Investing In 21st Century - What's The Potential?

The firm, based in Wyoming, says there's big potential for "faith-based" investing to grow in the US. As the Christmas season approaches, it is perhaps fitting to talk to a business that takes a particular angle...

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have been through big changes and M&A decisions, and talks to industry figures about how their strategies are working...

Real Estate
December 21, 2022

Florida's Strong Real Estate Story Needs Expert Guidance

FWR talks to a real estate investment and development specialist that has recently rolled out a fund in Europe and is broadening its international appeal so that more investors can capture the Florida story. The...

Philanthropy
December 20, 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean that charities' coffers are strained. How should asset allocation and liquidity be managed at such a time, or sh...

Strategy
December 19, 2022

Five Big M&A Questions for 2023

Here is the second in a series of analyses of the North American wealth management scene by US correspondent for FWR, Charles Paikert. ...

Latest News

Compliance
January 27, 2023

Morgan Stanley Punishes Staff Over WhatsApp Violations – Media

The saga underscores how regulators are concerned that bankers and other financial sector staff might be avoiding necessary controls by using such channels. A raft of firms have been charged by the SEC over this...

Strategy
January 27, 2023

OPINION OF THE WEEK: Wealth As A Service: Looking Beyond “Crazy Rich Asians”

The author of this opinion piece explores the promise and challenges of serving mass-affluent wealth management clients in the Asia-Pacific region. The article has lessons for other regions, including North Amer...

People Moves
January 27, 2023

New Investment Chief Takes Helm At Pitcairn

The new CIO, who has formed his own outsourced CIO consultancy, has also worked in senior roles at Fortigent, Abbott Downing (as the old UNHW business of Wells Fargo was called), among others. ...

People Moves
January 27, 2023

Capital Group Appoints New Chief

Los Angeles-based investment manager Capital Group has announced leadership changes as it expands beyond US equity.   ...

Uncategorised
January 27, 2023

From The Editor's Chair: Results, Merger Deals And Video Interviews

An update from the editor about recent coverage and what coverage is coming in the next few days on this site. ...

People Moves
January 27, 2023

Who's Moving Where In Wealth Management? – Ballast Rock Private Wealth, Raymond James

The latest senior moves in the North American wealth management sector. ...