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Latest Comment & Analysis

Wealth Strategies
August 1, 2022

Partners Capital Brings "Endowment Mindset" To Investments

The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions and UHNW individuals. Perhaps unsurprisingly, it says inflation is top of mind as a concern for clients. ...

August 1, 2022

Updated Forward Features For 2022-23

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Trust Estate
July 28, 2022

Can I Leave My Truck To My Dog?

The author of this article argues that pet owners should act to have someone care for their animals after the owner dies or is incapacitated. And people should consider alternative ways to provide for pets, and ...

Trust Estate
July 15, 2022

What's In Your Wallet? – Estate Planning For Cryptos, Tokens

How should assets such as bitcoin and NFTs be handled when it comes to estate planning and wealth transfer? How does modern technology affect the kind of considerations that advisors have wrestled with for decad...

Alt Investments
July 11, 2022

Regulators Must Craft New Rules For Growing Private Markets

Private market investing has been a constant theme in wealth management over recent years. Are regulations keeping up with this? Given the issues at stake, the industry must work with watchdogs such as the SEC t...

Market Research
June 15, 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin Templeton and RBC Wealth Management look at the innovation and investments needed to feed a growing population in a su...

Latest News

Financial Results
August 5, 2022

Net Income Falls At Canaccord Genuity, AuM Down Slightly

The firm, based in Canada and operating in a number of jurisdictions, bought a UK wealth management group this year, helping it to offset some of the falls to assets under management caused by market declines. ...

Financial Results
August 5, 2022

LPL Financial Chalks Up Stronger Q2 Results

A US group operating more in the mass-affluent/HNW end of the wealth spectrum, this week reported stronger results for the quarter. ...

People Moves
August 5, 2022

Who's Moving Where In Wealth Management? – Coastal Bridge Advisors, Argent, Others

The latest wealth management moves and appointments in North America. ...

August 5, 2022

Impact Investing Guidance For Private Foundation Clients – Part 1 ***use August 15

In the first half of this feature, the author looks at how foundations handle the discipline of "impact investing" – an area that can be conflated with philanthropy, although it refers to a subtly different ac...

People Moves
August 4, 2022

Former Fed Vice Chair Rejoins PIMCO

The move also highlights the close links that can exist between the worlds of high finance and the US central bank and US Treasury. ...

M and A
August 4, 2022

iCapital Completes SIMON Markets Deal

iCapital continues to expand its business reach, part of a wider trend of growing interest in alternative investments such as private equity, credit, forms of real estate and venture capital. ...