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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 challenge for many family offices in terms of how they operate is that they lack resources. Rather, they don't focus on specific topics and try to do too many things, the author of this article argues. ...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
As part of the change, the previous regional head will have a widened role encompassing wealth strategy. ...
With their traditionally high fees – hedge funds haven't always lived up to their marketing hype. However, in 2025 the sector achieved the best results since the world was still reeling from the GFC. ...
The latest moves, appointments and personnel changes in North American wealth management. ...
Data was collected from client meetings to gain insights into the fears and hopes of clients, giving advisors an edge about how to run their firms. ...