News, Comment & Analysis results for trust

Financial Results
April 23, 2025

Q1 2025 Net Income Rises Strongly At Northern Trust; Wealth Fees Gain

The Chicago-headquartered banking group reported a broadly stronger set of financial numbers for

Strategy
April 23, 2025

Tech Is Core Of Wealth Industry But Human Element Vital As Ever – SEI

We talk to US-headquartered SEI and its private banking and wealth management head about

Practice Strategies
April 23, 2025

Transforming Family Governance: Embracing A Care Ethic

The writers argue that ideas around family governance are being shaken up by a changed

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

Family Office
April 18, 2025

Family Offices Must Gear Up For Bigger Investment Deal Sizes – PwC

The 57-page report from the professional services and accountancy giant delves into data from what

People Moves
April 14, 2025

Summary Of Moves In North American Wealth Management - February 2025

With a big-news story at Hightower – a new CEO and the departure of its predecessor – February

Surveys
April 14, 2025

Demand For Alternative Investments Increasing – Northern Trust

Northern Trust has just released its “Asset Owners in Focus: Global Asset Owner Peer Study 2025,

People Moves
April 11, 2025

Northern Trust Makes Senior Promotion In Foundation, Institutional Advisors Arm

Northern Trust’s national practice serves foundations, endowments and other non-profit

Practice Strategies
April 11, 2025

Why Wealthy People Receive Sub-Par Healthcare And How To Fix It

The following article, written by a senior figure in the medical profession, challenges

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

Comment & Analysis results for trust

Trust Estate
May 23, 2023

A Walk Around The US Trusts Toolkit – In Conversation With Arden

Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019,

Tax
February 15, 2023

California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor

FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of

Trust Estate
January 6, 2023

Special Needs Trusts: Protecting The Whole Family With Wealth Planning

The authors of this article argue that trustees of special needs trusts should have a deep

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

Trust Estate
December 1, 2021

Should You Give Your Trustees A Test Run First?

The author of this article, a prominent figure in the industry, argues that testing trustees makes

Technology
June 4, 2020

WEALTH TALK: Focus On Maintaining Trust In A Lockdown

We resume our regular Wealth Talk video series by looking at some of the central issues created by

Family Office
April 14, 2020

The Family Office Landscape: A View From Northern Trust

This news service talks to the head of the US financial group's global family office practice.

Philanthropy
December 4, 2019

The Giving Season: Wilmington Trust's Philanthropy Approach

We continue our series on philanthropy and wealth management, talking to Wilmington Trust.

Uncategorised
November 21, 2019

WEALTH TALK: Focus On What Trust Really Means

Here is the latest video discussion from this news service.

Trust Estate
June 28, 2019

Supreme Court Upholds Limits On States' Trust Tax Powers

A ruling from the US Supreme Court agreed that a beneficiary's residence in a state alone does not