Latest Comment & Analysis
A Powerful Investment Most Investors Overlook: Paying Less Tax
Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke at this publication's Family Office Investment Forum of last week. ...
Rethinking Risk, Return: A Smarter Approach To Asset Allocation For Long-Term Success
Among the points made here is that investors sometimes don't realize that managers get paid bonuses even when their clients lose money. This, and other points about the need to set expectations, for example, is ...
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to those firms and advisors who get involved in the hard details of how these deals play out and what mistakes to avoi...
Miami Wealth Managers: How We Work With Latin Clients
In the second part of this feature, our US correspondent speaks to organizations such as WE Family Offices, Maximai Investment Partners, Premia Global Advisors, AlTi Tiedemann Global, Citi Private Bank, and othe...
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular approach to lining up potential parties in wealth management M&A transactions. ...
Miami’s Lucrative Latin American Market: Ample Opportunity, Proceed With Caution
Our US correspondent examines Miami's status as an international wealth hub, and the kind of business opportunities – and risks – that go with it. This the first of a two-part feature. In this article, FWR t...
Latest News
Communication Critical In Generational Wealth Transfer – RBC WM
RBC Wealth Management has released a US survey of data designed to gain a better understanding of how different generations are thinking about and planning for wealth transfer. The survey offers insights into t...
Hybrid RIA Rebrands As Artisan Capital Partners
The Los Angeles-based firm, which was founded in 1969, has been through another name change. ...
Who’s Moving Where In Wealth Management? – Bernstein PWM
The latest senior moves, appointments and personnel changes in North American wealth management. ...
Why The Met Gala Debate Is Mistaken About Charitable Deductions
The punchline of this article is that whatever happens to be the object of a charitable gift, savvy planning makes sure that wealth is a tool for enduring social good. ...
Countries Of Money-Laundering Concern – America’s Ultimate List
Every year the US State Department fulfills its mandate to publish a report of “major money laundering countries.” An expert on compliance topics casts his eye over the terrain. ...
Wealth Managers Reflect On US-China Trade Deal
After the US and China agreed on a deal to lower import taxes on goods being traded between the two countries, wealth managers comment on the impact. ...
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WealthTechAsia Awards 2021 – UBS
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WealthTalk – "Autocracy Risk" And What It Means For Investors
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