Latest Comment & Analysis
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...
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure ...
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...
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...
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...
Latest News
Carson Group Launches Equity Program For Advisors, Support Staff
Equity ownership within Carson's W-2 channel has historically been reserved largely for founding advisors as part of their acquisition deal structure. Carson said the new program broadens that access across the ...
CFA Institute Examines How Investment Sector Navigates AI Impact
AI is forcing structural changes to the way that the investment and wealth management sector works. The CFA Institute's Research and Policy Center has issued a new research series on the impact to help guide the...
RBC WM US Attracts Advisor Team In Dallas
RBC Wealth Management attracts $1.6 billion advisor team in Dallas. ...
The Giving Portfolio: Why UHNW Families Must Move Philanthropy Beyond The Checkbook
The author of this article, an expert in areas of philanthropy and impact, says that she consistently finds that the families with the most sophisticated investment portfolios carry the least intentional giving ...
Why Family Offices Don't Respond To Your Email
A regular guest writer and prominent figure in wealth management thought leadership and development writes about the challenges for investment firms in getting family offices’ attention – and business. ...
Digital Privacy, Cyber Insurance: Why Family Offices Need Both
A panel at the recent family office forum on cybersecurity, hosted by this news service, examined threats of impersonation and intrusion. ...