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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
Northern Trust AM Names New Co-Chief Investment Officer
Northern Trust Asset Management makes senior hire. ...
Who's Moving Where In Wealth Management – Osaic, Virtus, Raymond James
The latest moves, appointments and personnel changes in North American wealth management. ...
Wealth Managers React To US Fed Interest Rate Cut
After the US Federal Reserve cut US interest rates by 25 basis points yesterday, wealth managers discuss the impact on asset allocation and the likelihood of further reductions at the next two meetings. ...
Reflections On Murdoch Family Trust Dispute: Lessons for Advisors
Not just a media headline, but a global cases study in family decision-making and succession, the Murdoch family dispute has lessons far and wider. ...
Who's Moving Where In Wealth Management? – Dynasty Financial Partners
The latest moves, appointments and personnel changes in North American wealth management. ...
JP Morgan's Private Bank Unveils Luxury Offering
The range of services are aimed at clients in the US. ...