News, Comment & Analysis results for trust
Summit Financial Advisors Joins MAI Capital Management
The California-based firm brings $570 million in client assets to MAI’s national platform
Eton Solutions Exalts Its AI Progress
The international group, created by Eton Advisors, a multi-family office, isn't shy about showing
Where Next For Clients' Planning After One Big Beautiful Bill?
We continue to delve into what the One Big Beautiful Bill – now enacted into law – will mean
Franklin Templeton Names New Chief Commercial Officer
California-headquartered investment manager Franklin Templeton makes senior appointments, with a
How Saudi Family Enterprises Redefine Private Markets
An expert on family offices in Saudi Arabia and the wider world – and a prominent figure at the
Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?
Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW
Opinion Of The Week: Wealth Managers' AI Uses Expand; Optimum Strategy Is Tough Call
The editor considers emerging fields such as "agentic AI" and how fast, or not, wealth managers,
Bank Of America Private Bank, Merrill WM Launch New Investment Program
The new "expanded access program" runs in tandem with other offerings in the alternative space –
Northern Trust Names New President Of Asset Management Business
Hunstad has played a pivotal role in shaping NTAM’s investment vision and philosophy, leading a
US-Based Sterlington Continues Private Wealth Expansion
The organization is continuing to take lawyers and others from Morgan Lewis, a rival law firm in