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Latest Comment & Analysis
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and emotionally – draining. This is the third article in a series looking at how such issues can be addressed. ...
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven't always kept up...
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not always fully understood. In the second article in a series, the author looks at important considerations for people ...
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees unfold. ...
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the post-M&A integration blues. ...
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
Latest News
Canada's CI Global Asset Management Inks Invesco Funds Deal
Under the terms, the firm will buy Invesco's fund business agreements in Canada. CI's chief executive, Kurt MacAlpine, said the move demonstrated the benefits of now being a privately held company. ...
Who's Moving Where In Wealth Management? – Cetera, LPL, iCapital, Others
The latest moves, appointments and personnel moves in North American wealth management. ...
Family Offices Get Bigger, More Sophisticated – The Implications
Family offices have grown rapidly as a sector inside and outside North America. Success also brings attention, such as from regulators. It also requires the sector to be more professional in its processes. This ...
Deals Of The Day: The Latest In Wealth Management M&A – Bluespring Wealth Partners, Beacon Pointe, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Federated Hermes Makes Senior Changes
The changes, to take effect when the previous CIO and executive vice president retires on May 1, 2026, are part of Federated Hermes’ long-term succession plan. ...
Deals Of The Day: The Latest In Wealth Management M&A – RBC Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...