News, Comment & Analysis results for trust
Advising Young Inheritors On Obstacles, Opportunities
Inherited wealth is a responsibility and a gift, requiring guidance for those on the receiving end.
The Expanding Oversight And Audit Universe: Technology, AI, And Complete Coverage
One of the panels at a recent FWR fintech summit for family offices, held in New York, examined how
Managing Investor Reactions In Down Markets: A Framework For Tough Conversations
In down[ward] markets, communication becomes part of the investment process. Managers who handle
When Principals Ask AI Instead Of Their Advisors
Here is the report of a panel that explored the intersection of wealth advisory and AI at the
Who’s Moving Where In Wealth Management? – Raymond James, Falcon Wealth Planning, Janney
The latest appointments, moves and personnel changes in the North American wealth management
Strategies To Transfer “Superfluous” Assets Without Estate Tax Hit
Working out which assets are truly superfluous can be harder than one might think, the author of
Who's Moving Where In Wealth Management? – Brandes Investment Partners, FBT Gibbons, Others
The latest moves, appointments and personnel changes in North American wealth management.
Minority Of Firms Ahead In AI Race – PwC Study
A small group of companies is pulling ahead in the race to generate real financial returns from
Wealth Net Income Surges At Citigroup In Q1 2026
Higher revenues and a lower provision for credit losses contributed to a jump in year-on-year net
From The Editor’s Chair: Geopolitics, M&A, Private Market Woes And Wealth In Motion
The editor casts his eye back at the tumultuous first quarter of this year and gives a glimpse of