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 – Allworth Financial, High Fall Advisors, Holistic Financial Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
What’s New In Investments, Funds? – Orion
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Who’s Moving Where In Wealth Management? – Raymond James Financial, MAI Capital Management, Oppenheimer
The latest moves, appointments and personnel changes in wealth management in North America. ...
UBS Adds Financial Advisors In Los Angeles, Southern States
The wealth management group has added to its private wealth management teams in two different markets. ...
Research Probes Risks Of Widening Retail Access To Private Credit
As policymakers make it easier for retail investors to join the private market party, including that of private credit, a US not-for-profit that provides finance education recommends actions to prevent problems....
City National Bank Bulks Up Private Banker Teams For California
The bank said the hires are part of a drive to significantly expand coverage of California. ...