Latest Comment & Analysis
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
ANALYSIS: Family Offices in Motion – A Transatlantic View
Taking views from the US, London and other jurisdictions, we consider how and why family offices and the UHNW individuals they serve move around, open new offices, and position to handle risks and opportunities....
Fixing The Skills Gap And Earning Returns – In Conversation With JFFVentures
We talked to the managing partner of an impact venture fund that takes aim at the challenge of raising workforce skills, for example for US immigrants, at a time when AI and other technologies are upending what'...
Administering An Estate With Artworks – Strategic Options
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. ...
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
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...
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
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 ...
Latest News
Who's Moving Where In Wealth Management? – Sagient, Broadridge
The latest moves, appointments and personnel changes in North American wealth management. ...
Big Shifts In Estate, Trust Mediations
A term that comes out of the philosophy of science can apply to a change in how those who try to break a deadlock on disputes over trusts, estate plans and related matters. ...
Janney Montgomery Scott Adds $1 Billion Delaware-Based Team
The team had previously been associated with Merrill Lynch. ...
Trump Enacts New 15 Per Cent Tariffs After US Supreme Court Ruling – Investment Managers React
After the Supreme Court ruled on Friday that US President Donald Trump’s Administration using the International Emergency Economic Powers Act (IEEPA) to impose broad-based tariffs exceeded its statutory author...
Global Securities Class Action Cases Yielded Lower Payouts – Broadridge
The way that class action cases’ settlements are handled is a process that forms part of the “plumbing” of the financial world. The sheer size of payments involved means that private client advisors, wealt...
Who's Moving Where In Wealth Management? – Envestnet, Lenox Advisors, FINTRX
The latest moves, appointments and personnel changes in North American wealth management. ...