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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. ...
There's a new investment chief at the US-headquartered group. ...
A new segment from this news service’s recent family office investment summit in New York City. ...
The digital wealth management firm has been pondering the next stage of its development for some time. ...
After the 30th United Nations Climate Change Conference in Belém, Brazil took place from November 18 to 21, two wealth management firms discuss in an interview with this news service why they are quite positive...
Swiss private bank Lombard Odier has released its "Outlook 2026" this week – an overview of the bank’s macroeconomic expectations and investment convictions for what may prove another volatile year. ...
Here is another of the segments from this news service’s recent family office investment summit in New York City. ...