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
US-Based Rothschild Financial Partners Adds Arizona Team
Alpha Rising Wealth Management, a Scottsdale-based practice, has left LPL Financial for Rothschild Financial Partners, the third partner firm to join the newly-formed RIA in two months. ...
Former JP Morgan Advisors Leaders Launch $18.6 Billion RIA
The firm, which is opening with 48 staff, says that no outside private equity capital has been involved. ...
JP Morgan Lifts Long-Term Capital Market Return Forecast To 7 Per Cent
Looking through the gloom of geopolitical events, the US bank's asset management arm sets out a relatively upbeat outlook for how major asset classes will perform, suggesting that adding "diversified alternative...
What's New In Investments, Funds? – Schwab Asset Management
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Masttro Names Former Broadridge Executive As Chief Operating Officer
The New York-based wealth aggregation platform is making the senior hire following a period of expansion and growth in headcount. ...
Morgan Stanley IM Says US Bond Yields Aren’t Yet Flashing Red For Equities
The investment arm of the US bank, holding about $2.05 trillion in AuM, said it favors the US and Japan, while it is underweight Europe. ...