News, Comment & Analysis results for Legal

Strategy
December 24, 2025

From The Editor's Chair: Tariffs, Asset Shifts, AI, Private Markets And Mobile Wealth – 2025 In Review

The editor casts his eye back at the past 12 months to highlight significant themes and

Investment Strategies
December 23, 2025

Orbital Satellite Financing – A Look At Investment Opportunities

While a complex and challenging field in some ways, investing in space satellites is also an

People Moves
December 22, 2025

Who's Moving Where In Wealth Management? – CBIZ, Fiduciary Trust Company, Others

The latest moves, appointments, personnel changes in North American wealth management.

Trust Estate
December 19, 2025

DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law

One of our contributors delves into consumer DNA tests and how this affects issues such as legal

M and A
December 18, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Integrated, Morrison Nordman, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Wealth Strategies
December 16, 2025

Blending Traditional Assets With Institutional-Grade Digital Markets

The author argues that what was once a niche has quite clearly become mainstream. And wealth

Trust Estate
December 10, 2025

How To Help Grandchildren Afford College

Senior family members can help grandchildren in a numher of ways, for example, by paying for

M and A
December 10, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Lido Advisors, Stuart Chaussée & Associates

The latest news in investment offerings, financial products and other services relevant to wealth

People Moves
December 8, 2025

Citigroup Announces Vietnam New Leadership

The new country officer and banking head for Vietnam will be the first Vietnamese national to take

Strategy
December 3, 2025

AI Technology Meets Humanity In Next-Generation Wealth Stewardship

A new segment from this news service’s recent family office investment summit in New York City.

Comment & Analysis results for Legal

Legal
August 30, 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire