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Latest Comment & Analysis

January 14, 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut the use of carbon and promote a cleaner planet. ...

December 23, 2021

Updated Forward Features For 2022

Here is the most recent forward features schedule, taking us to the end of 2022. ...

December 20, 2021

Choosing Your Estate Attorney – Part 2

This is the second half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...

Trust Estate
December 17, 2021

Choosing Your Estate Attorney – Part 1

This is the first half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...

Company Profiles
December 13, 2021

Creating An "Oasis" For Objective Advice And Ideas

This news service recently interviewed one of the founders of R360, an invitation-only network for people holding at least $100 million of investible wealth. Michael Cole talks about a hunger for objective advic...

UHNW Institute
December 9, 2021

Does Your Firm Really Offer Integrated Family Wealth Services?

What is the value of "integration" in a family office, why does it matter, and how do we know if it has been achieved? This topic is discussed by two experts in the family offices industry and the business of se...

Latest News

January 24, 2022

RIAs Expect Continued Growth: Are They Overconfident?

There appears to be a lot of optimism in the RIA space. How much of that is justified by the recent past and likely path of events? ...

M and A
January 24, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Charles Stanley, Raymond James

The latest mergers, acquisitions and corporate actions in and around the North American wealth management sector. ...

January 24, 2022

Franklin Templeton Appoints Investing and Sustainability Veteran

By appointing the high-profile veteran, the US investment manager is joining other large US asset managers overhauling their environmental, social and governance teams. ...

Alt Investments
January 24, 2022

Hedge Fund Industry Crosses $4 Trillion Mark

The figures show that for all the ups and downs in their fortunes before and after the 2008 financial crash, hedge funds remain an important toolkit for wealth managers and other players in global markets. ...

January 24, 2022

DAF Grants Rise Amid Pandemic, Donors More Flexible – Schwab Charitable

Donor-advised funds, or DAFs, have become increasingly visible as a channel for philanthropic activity in the US and UK over recent years. ...

People Moves
January 24, 2022

Who's Moving Where In Wealth Management? – Värde Partners, Raymond James

The latest senior moves in North American wealth management. ...