Latest Comment & Analysis
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 ...
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees unfold. ...
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the post-M&A integration blues. ...
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
Latest News
What's New In Investments, Funds? – Private Advisor Group
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Deals Of The Day: The Latest In Wealth Management M&A – Savant, Gryphon
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Former PayPal CEO Launches RIA
The newly-launched RIA will have a sharp focus on generating after-tax returns, and use AI and other tools to give personalized service. ...
Who's Moving Where In Wealth Management? – RFG Advisory, Raymond James, Morgan Lewis
The latest moves, appointments and personnel changes in North American wealth management. ...
Affluent US Citizens Give More, Volunteer More, But Participation Slips – BoA Study
The study of philanthropy seeks to unpack the motivations and techniques of philanthropists in the US today. ...
Expansion-Minded Dynasty Closes $125 Million Fundraiser
The new credit facility is being supported by a syndicate of firms including JP Morgan and Goldman Sachs. ...