Contact us
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
SS&C Technologies Expands European Wealth Services Business
The US-headquartered company said the move builds on its success in the UK and cited data showing significant upside potential in European wealth management. ...
Private Markets To Beat Public Ones – Hamilton Lane
Hamilton Lane, a US private markets investment firm with over $986 billion in assets under management and supervision, held a media roundtable event in London last week, highlighting benefits of private market...
Who's Moving Where In Wealth Management? – Angeles Wealth Management
The latest moves, personnel changes and appointments in North American wealth management. ...
How AI Governance Unlocks Innovation, Protects Brand Reputation
Following last week's investment summit in Manhattan – hosted by this news service and featuring a raft of high-profile figures – we carry the first in a round of reports about the conversations. ...
Who's Moving Where In Wealth Management? – Reckoner, Cetera
The latest moves, appointments and personnel changes in North American wealth management. ...
Summary Of Moves In North American Wealth Management – September 2025
A roundup of moves, appointments and personnel changes in North American wealth management during September. ...