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Latest Comment & Analysis

July 27, 2021

Updated Forward Features Calendar For 2021-2022

Here is our updated schedule for feature themes for the next 12 months. ...

Asset Management
July 27, 2021

ETFs Driving Custom Benchmarking Boom

The range of indexes that track markets, themes and specific sectors continues to mushroom. New forms of financial engineering give wealth managers new ways to tap into a business area, and customized benchmarks...

July 21, 2021

Diversity, Equity And Inclusion Increasingly On Clients' Request Lists - Tiedemann Advisors

The US wealth management firm speaks to FWR about its approach to DEI issues, and why they matter across a number of fronts. ...

July 7, 2021

UBS Adds To Home-Or-Office Working Debate - Editorial Comment

Some of the world's largest financial institutions appear to be taking very different approaches to working from offices or from home. UBS, which internationally is the world's largest wealth manager, is going "...

Trust Estate
July 6, 2021

Who Gets My Bitcoin (And Other Blockchain Assets)?

The rise of digital assets such as bitcoin raises a number of questions, such as how to tax and regulate them. And then there are estate planning implications to consider. This article takes a very fast look at ...

Investment Strategies
June 25, 2021

SPACs Lose Momentum, But Here To Stay - Industry

After rising explosively over the past two years, blank check companies have slowed down, as SEC noises and investor nerves weigh on deals. But in the US and overseas, the model of these blank check entities ret...

Latest News

Banking Crisis
July 29, 2021

China Eases Western Banks' Regulatory Crackdown Fears - Report

Banks and wealth managers appeared to put a broadly brave face on the moves by Chinese regulators to go after certain business sectors in recent days. Beijing regulators have reportedly sought to calm Western fi...

July 29, 2021

Adjusted Pre-Tax Income Drops At Credit Suisse

Inevitably, results were affected by the after-shocks of the supply-chain finance and Archegos Capital implosions that had hit the bank earlier in the year. Credit Suisse announced results of an externally-led i...

People Moves
July 29, 2021

Dynasty Financial Adds Tech Firepower

The wealthtech provider for RIAs has named a CTO and a new chief digital officer to help drive the next wave of platform services catering to the ultra-high net worth market. ...

July 29, 2021

Investors Put $440 Million Into iCapital Network

The group is an example of how access to "alternative investments" such as private equity is becoming more accessible via such platforms.        ...

Family Office
July 29, 2021

Family Offices Should Behave As Regulated Entities

This article explores the various risks involved from the family office perspective, including under-reported fraud, as their risk management framework can lag those of regulated peers, so the writer says. It al...

People Moves
July 28, 2021

Ex-Wells Fargo Trio Joins Old National To Build Wealth Offering

The managers had been involved with Abbot Downing - as that ultra-high net worth business had been known - for about a decade. ...