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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

Reports
August 3, 2021

Wealth Results Shine At Stifel Financial

Client assets reached a record $402.4 billion, rising sharply in the second quarter from a year earlier. ...

Technology
August 3, 2021

Digital Digest: The Latest Tech News - RBC Wealth Management-US, Broadridge

The latest developments in financial products and investments from around the world. ...

Strategy
August 3, 2021

Goldman Sachs Bumps Up Starter Salaries - Report

Many junior Goldman Sachs staff have worked for months from home, not seeing colleagues in person, while operating at a time when deal-flow has been hectic. The situation highlights how the pandemic has put ban...

Alt Investments
August 2, 2021

Gold Demand Falls In H1, Longer-Term Trends Steady

Private banks have continued to value the metal as a hedging tool and portfolio insurance ploy.  ...

People Moves
August 2, 2021

Credit Suisse Creates New Risk Role At Asset Management Arm

Credit Suisse has been forced to shake up its risk management systems in the wake of the Archegos and Greensill episodes. It has also worked to put its asset management arm on a separate footing. ...

People Moves
August 2, 2021

Who's Moving Where In Wealth Management? - Natixis, Mesirow

The latest senior moves in asset and wealth management from across the US. ...