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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. ...
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...
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 ...
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees unfold. ...
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the post-M&A integration blues. ...
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
The data seems to accord with the run of reported deals this news service has covered in the North American and wider market. ...
The latest appointments, moves and personnel changes in the North American wealth management sector. ...
UK Rathbones Asset Management’s fund managers share their outlook for 2026, being cautiously upbeat, notably on US, Asian and UK equities. ...
The financial data and infrastructure group will support workflows across Citigroup, including areas such as wealth management. ...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
The author argues that what was once a niche has quite clearly become mainstream. And wealth managers need to keep up with this shift in their clients’ interests ...