News, Comment & Analysis results for Realized

Investment Strategies
May 16, 2025

What Investors Might Expect Over Next 10 Years 

The following article is based on a recent paper on the capital market sectors to watch over the

Strategy
May 12, 2025

Spike In Expat Interest Spurs Cross-Border Planning Activity

Political changes and other forces are encouraging more HNW US citizens to consider moving abroad,

Financial Results
April 21, 2025

Blackstone Reports Drop In Q1 2025 Attributable Net Income

Revenues fell in the quarter from a year ago and expenses gained. New York-listed Blackstone said

Tax
April 18, 2025

Expect Advisors To Shift More Separately Managed Account Assets To ETFs – Cerulli Research

Cerulli Research examines where many retail investors are holding their wealth and the structures

Practice Strategies
April 10, 2025

What We Learned About Workplace From The Pandemic

Workplace arrangements were disrupted massively by the pandemic and, five years on, the CEO of

Statistics
March 5, 2025

Americans Apply For British Citizenship In Record Numbers

Amid concerns about politics and thanks to the introduction of a new UK tax system for residents,

Investment Strategies
January 24, 2025

US Remains Cornerstone Holding, But Look Abroad More, Say Fund Managers

Although many wealth managers have indicated a preference for US equities in 2025, after US

Philanthropy
January 3, 2025

Why DAFs Have Gotten So Popular

Donor-advised funds are important channels for philanthropy in the US. The author of this article

Wealth Strategies
December 18, 2024

A Comprehensive Guide To Concentrated Stock Positions

Diversifying a portfolio sounds reasonable and wise, but it turns out that making the move comes

Technology
October 11, 2024

UBS WM Highlights AI Investment Opportunities Via Private Markets

UBS Global Wealth Management's chief investment office shines a spotlight on the investment

Comment & Analysis results for Realized

Trust Estate
July 1, 2024

Keeping Composed Amid Threatened Taxes On Unrealized Capital Gains, Other Moves

When there's an election on the way, and tax is a regular feature of debate, advisors and clients