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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
Review: Where Are Wealth Business Opportunities?
The editor reviews a new study examining commercial opportunities around the world for wealth managers and sat down with the writers to discuss what they’ve learned. ...
How Family Offices Should Address Private Markets When Valuations Get "Stretched"
Amid all the enthusiasm for private markets and sectors such as AI is the undeniable point that in parts of the market, valuations present a challenge for wealthy investors. There is an air of caution in the mar...
Deals Of The Day: The Latest In Wealth Management M&A – Dakota WM, Lokken, Lido
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
RBC Wealth Management In US Expands Into Louisiana
The firm, part of Canada's RBC, said its expansion comes on the back of a growth drive that has seen its new advisor headcount rise by more than 22 per cent since 2020. ...
Who's Moving Where In Wealth Management? – Calamos, Macquarie AM, Raymond James
The latest appointments, personnel changes and moves in the North American wealth management sector. ...
EXCLUSIVE: Brazil Positive Force At COP30, Despite Challenges – Edmond de Rothschild AM
On the eve of the 30th United Nations Climate Change Conference in Belém, Brazil, taking place on November 10 to 21, Jean-Philippe Desmartin at Paris-based Edmond de Rothschild Asset Management highlights Brazi...