Latest Comment & Analysis

Strategy
June 24, 2026

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...

Real Estate
June 23, 2026

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...

Family Office
March 3, 2026

How The Family Office Talent Management Market Stands Today

We carry this brief interview with an executive search figure ...

Strategy
February 26, 2026

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...

Strategy
February 24, 2026

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...

Strategy
February 9, 2026

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

Technology
July 29, 2026

Digital Digest: The Latest Tech News – RFG Advisory, Feathery, Wealth.com

The latest technology news in the wealth management sector from around the world. ...

Financial Results
July 29, 2026

UBS’s Wealth Results In Q2 2026 Show Revenue, AuM Gains; Group Profits Beat Forecasts

The Switzerland-headquartered group, which has a major wealth business in the US, reported stronger revenues in its wealth arm, while overall profits, attributable to shareholders, rose faster than analysts’ f...

People Moves
July 29, 2026

Who's Moving Where In Wealth Management? – Raymond James, Stifel, Mesirow

The latest senior moves, appointments and personnel changes in North American wealth management. ...

New Products
July 29, 2026

What’s New In Investments, Funds? – Arch, Lincoln Property Company, HF Capital, SGF Capital

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

People Moves
July 29, 2026

PNC Names New Chief Information Security Officer

The ninth-largest US bank by assets has appointed the executive who had moved into the role from FirstBank, the Denver-based bank PNC acquired earlier this year. ...

M and A
July 28, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Williams Tax & Financial Services, LPL Financial

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...