News, Comment & Analysis results for Archive

Trust Estate
May 14, 2025

You’re Dead, Now What Happens To Your Collections?

In another example of the discussions that took place in the recent Family Wealth Report Family

Surveys
May 13, 2025

Communication Critical In Generational Wealth Transfer – RBC WM

RBC Wealth Management has released a US survey of data designed to gain a better understanding of

Strategy
May 13, 2025

Hybrid RIA Rebrands As Artisan Capital Partners

The Los Angeles-based firm, which was founded in 1969, has been through another name change.

People Moves
May 13, 2025

Who’s Moving Where In Wealth Management? – Bernstein PWM

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

Philanthropy
May 13, 2025

Why The Met Gala Debate Is Mistaken About Charitable Deductions

The punchline of this article is that whatever happens to be the object of a charitable gift, savvy

Compliance
May 13, 2025

Countries Of Money-Laundering Concern – America’s Ultimate List

Every year the US State Department fulfills its mandate to publish a report of “major money

Investment Strategies
May 13, 2025

Wealth Managers Reflect On US-China Trade Deal

After the US and China agreed on a deal to lower import taxes on goods being traded between the two

Strategy
May 12, 2025

A Cautionary Tale: Challenges Of Serving UHNW, Centimillionaire Client Segments

The following article considers the upper echelons of wealthy individuals and how, based on their

Tax
May 12, 2025

Trump Reportedly Mulls Tax Rise On Top Earners

In a move that suggests a clear break with conventional conservative politics, the US president is

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,

Comment & Analysis results for Archive

Strategy
November 30, 2022

MFO Battle: RIAs Vs Global Giants

What can US advisory firms do in order to take market share from international players and win a

Philanthropy
November 29, 2022

Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"

The author of this article sets out approaches that a rising generation of philanthropists can use

Compliance
November 29, 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or

Philanthropy
November 28, 2022

Philanthropy For Testing Times – How Donor-Advised Funds Are Working

Here are more thoughts from those in the philanthropy space about how markets and requests for aid

Philanthropy
November 23, 2022

Tough Markets, Increased Pleas For Help – Challenges For Philanthropy

Philanthropists have a lot to contend with this year: a period of falling market values that hit

M and A
November 22, 2022

M&A Decline: New Trough Or Brief Bump?

There has been a notable drop in mergers and acquisitions involving registered investment advisors;

Family Office
November 7, 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by

Alt Investments
November 3, 2022

Advising Investors And Collectors Of Gold

This brief commentary explains the sort of considerations that investors and advisors should

Company Profiles
October 27, 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use

WM Market Reports
October 26, 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family