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Latest Comment & Analysis

Trust Estate
December 2, 2022

What Many People Don’t Know About Power Of Trusts

The author writes that regardless of current uncertainties there remains a suite of planning opportunities and techniques that can make trusts and estate plan far more effective. ...

Trust Estate
December 1, 2022

When Should An Elderly Person Stop Driving?

The author of this article examines an issue that seems both mundane but also significant – when is it time for an older person to stop driving, and how can family members direct this conversation? The issues ...

Philanthropy
November 29, 2022

Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"

The author of this article sets out approaches that a rising generation of philanthropists can use to make the most of their goals in the years to come. ...

Philanthropy
November 28, 2022

Philanthropy For Testing Times – How Donor-Advised Funds Are Working

Here are more thoughts from those in the philanthropy space about how markets and requests for aid are affecting the landscape. ...

Philanthropy
November 23, 2022

Tough Markets, Increased Pleas For Help – Challenges For Philanthropy

Philanthropists have a lot to contend with this year: a period of falling market values that hit assets, a potential squeeze on donations as people watch their finances more closely, and rising requests for help...

Family Office
November 7, 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by Russia's attempted conquest of Ukraine and the aftershocks of the pandemic. We look at family offices that are tappi...

Latest News

M and A
December 5, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Mercer Advisors

The latest deals and transactions in and around North American wealth management. ...

Tax
December 5, 2022

What To Do With Cryptocurrency Losses

Investors nursing losses from cryptocurrencies might wonder what they can do to reduce some of the pain. The author of this article has some ideas – they are linked to tax. ...

M and A
December 2, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Investcorp, Marble Point

The latest deals and transactions in and around North American wealth management. ...

People Moves
December 2, 2022

Janus Henderson Hires Chief Responsibility Officer

The latest moves and appointments at the Janus Henderson Group, a London-based asset manager with $275 billion in assets under management. ...

Reports
December 2, 2022

RBC's Net Income Dips; Wealth Management Shines

The wealth side of the business, such as in the US, made a positive contribution to overall results and to some extent offset headwinds facing other sides of the group. ...

People Moves
December 2, 2022

Who's Moving Where In Wealth Management? – Dechert

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