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Latest Comment & Analysis

Trust Estate
December 2, 2022

What Many People Don’t Know About Power Of Trusts

The author writes that regardless of current uncertainties there remains a suite of planning opportunities and techniques that can make trusts and estate plan far more effective. ...

Trust Estate
December 1, 2022

When Should An Elderly Person Stop Driving?

The author of this article examines an issue that seems both mundane but also significant – when is it time for an older person to stop driving, and how can family members direct this conversation? The issues ...

Strategy
November 30, 2022

MFO Battle: RIAs Vs Global Giants

What can US advisory firms do in order to take market share from international players and win a larger slice of the business for serving ultra-high net worth individuals? In this is article, we talk to industry...

Philanthropy
November 29, 2022

Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"

The author of this article sets out approaches that a rising generation of philanthropists can use to make the most of their goals in the years to come. ...

Philanthropy
November 28, 2022

Philanthropy For Testing Times – How Donor-Advised Funds Are Working

Here are more thoughts from those in the philanthropy space about how markets and requests for aid are affecting the landscape. ...

Philanthropy
November 23, 2022

Tough Markets, Increased Pleas For Help – Challenges For Philanthropy

Philanthropists have a lot to contend with this year: a period of falling market values that hit assets, a potential squeeze on donations as people watch their finances more closely, and rising requests for help...

Latest News

Wealth Strategies
December 8, 2022

Asia To Outperform In 2023 – HSBC

This week, HSBC Global Private Banking released its 2023 global investment outlook, assessing the macroeconomic outlook and highlighting where investors should put their money. ...

Strategy
December 8, 2022

FTX's Downfall Has Silver Lining For Crypto Industry

The stakes are too high not to turn matters around following the astonishing demise of FTX, the cryptocurrency exchange, the author of this article says. ...

M and A
December 7, 2022

Carson Group Acquires $200 Million Firm

Carson Group holds a mix of partner firms in 35 locations, some wholly owned and some with a minority stake. ...

Family Office
December 7, 2022

New Miami-Based Wealth Manager Takes Flight

The new, Miami-based firm says it is creating a boutique family office model partnering with Sanctuary, the US wealth management group. ...

People Moves
December 7, 2022

Summary Of North America Executive Moves In Wealth Management – September 2022

September produced a number of senior moves in the region's wealth management sector, with organizations such as Rockefeller and Cresset among those firms involved. ...

Compliance
December 6, 2022

Compliance Corner: SEC, Goldman Sachs

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...