Latest Comment & Analysis
Special Needs Trusts: Protecting The Whole Family With Wealth Planning
The authors of this article argue that trustees of special needs trusts should have a deep appreciation of the circumstances and aspirations of the beneficiary. ...
Faith-Based Investing In 21st Century - What's The Potential?
The firm, based in Wyoming, says there's big potential for "faith-based" investing to grow in the US. As the Christmas season approaches, it is perhaps fitting to talk to a business that takes a particular angle...
What’s Wrong With Envestnet, Goldman Sachs And CI Financial?
Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have been through big changes and M&A decisions, and talks to industry figures about how their strategies are working...
Florida's Strong Real Estate Story Needs Expert Guidance
FWR talks to a real estate investment and development specialist that has recently rolled out a fund in Europe and is broadening its international appeal so that more investors can capture the Florida story. The...
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean that charities' coffers are strained. How should asset allocation and liquidity be managed at such a time, or sh...
Five Big M&A Questions for 2023
Here is the second in a series of analyses of the North American wealth management scene by US correspondent for FWR, Charles Paikert. ...
Latest News
Morgan Stanley Punishes Staff Over WhatsApp Violations – Media
The saga underscores how regulators are concerned that bankers and other financial sector staff might be avoiding necessary controls by using such channels. A raft of firms have been charged by the SEC over this...
OPINION OF THE WEEK: Wealth As A Service: Looking Beyond “Crazy Rich Asians”
The author of this opinion piece explores the promise and challenges of serving mass-affluent wealth management clients in the Asia-Pacific region. The article has lessons for other regions, including North Amer...
New Investment Chief Takes Helm At Pitcairn
The new CIO, who has formed his own outsourced CIO consultancy, has also worked in senior roles at Fortigent, Abbott Downing (as the old UNHW business of Wells Fargo was called), among others. ...
Capital Group Appoints New Chief
Los Angeles-based investment manager Capital Group has announced leadership changes as it expands beyond US equity. ...
From The Editor's Chair: Results, Merger Deals And Video Interviews
An update from the editor about recent coverage and what coverage is coming in the next few days on this site. ...
Who's Moving Where In Wealth Management? – Ballast Rock Private Wealth, Raymond James
The latest senior moves in the North American wealth management sector. ...
Award Winners
WealthTalk - Awards Videos
WealthBriefing MENA Awards – The View From Apex Group
Duration: 3.43m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management
Duration: 6.42m
WealthTalk - Expert View Videos
WEALTH TALK: Expanding Routes Into Alternative Investments At Moonfare
Duration: 11.20m