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
Hedge Funds Continued Ascent In June – Data
The hedge fund sector was able to chalk up gains in the first half of this year, although looking ahead, a mixed environment – geopolitics, supply chain limits and rate uncertainties – jostles for influence ...
AI Gives Advisors More Capabilities, Doesn't Cut Out Human Engagement – Survey
The survey comes as the wealth management industry continues to work out what parts of the value chain will be changed or even removed by AI, and how it might generate new business opportunities. ...
Finance Leadership Drives Confidence Among Women – Beacon Pointe
While most of those surveyed don't say they are highly confident at handling money, the survey also shows that taking leadership of these issues changes the game dramatically. The stakes are high as women increa...
New White Paper Introduces Wealthy US Citizens To UK Cotswolds' Charms
The Cotswolds region of South West and South Central England has for some time appealed to Americans – even the current Vice President, JD Vance, spent a vacation there last August. A law firm and a platform f...
Who's Moving Where In Wealth Management? – Fiduciary Trust International, Cerity, Prairie Wealth, Others
The latest senior appointments, moves and personnel changes in the North American wealth sector. ...
Digital Digest: Advisor360 Launches “Meeting Prep”; Envestnet, Vanguard Expand Partnership
The latest technology news in the wealth management sector from around the world. ...