Latest Comment & Analysis

Strategy
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...

Strategy
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. ...

Strategy
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

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. ...

People Moves
July 28, 2021

Who's Moving Where In Wealth Management? - BNY Mellon WM

The latest senior wealth management moves and hires in North America. ...

WM Market Reports
July 28, 2021

Pandemic Challenges Spark RIA Growth Surge - Schwab Benchmarking Study

The eruption of the global pandemic has hit economies, society, education and health. But for registered investment advisors, the challenges posed by disruption prompted significant growth. ...

M and A
July 28, 2021

Deals Of The Day: The Latest In Wealth Management M&A - Cresset, Asset Management Advisors

The latest wealth management mergers and acquisition deals in North America. ...

M and A
July 28, 2021

Hightower Buys $2.0 Billion AuM Wealth Management House

The deals highlight a continued busy trend of mergers and acquisitions in the North American wealth management sector.  ...

Surveys
July 27, 2021

Yes, In-Person Meetings, Business Trips Do Matter - Study

The study put some numbers on what perhaps many readers intuitively know - traveling to meet prospects and existing clients does bring rewards, even though the pandemic has upended how wealth managers do busines...