News, Comment & Analysis results for Archive

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,

People Moves
May 12, 2025

Who's Moving Where In Wealth Management? – Deutsche Bank, Fiera Capital

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

M and A
May 12, 2025

Mercer Advisors Pushes Past 100 Acquisitions

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, and a large

Client Affairs
May 9, 2025

Wealth Managers React To US-UK Trade Deal

After the UK and the US struck a trade deal this week – the first to be reached under US

People Moves
May 9, 2025

Northern Trust AM Names New Global Co-Chief Investment Officers

The new co-CIOs, who bring six decades of combined investment expertise, will be succeeding the

Comment & Analysis results for Archive

Compliance
October 26, 2022

The Pandora Papers One Year On – Lessons, The Way Ahead

The author of this article argues that however much anger is justified at those who stash illicit

Philanthropy
October 20, 2022

Movement Building And The Rising Generation Of Wealth

The author of this commentary argues that movements will continue to have a strong audience with

Wealth Strategies
October 18, 2022

The Two Per Cent Solution: Preserving Wealth In Any Economic Situation

The author of this article, TIGER 21 founder and chairman Michael Sonnenfeldt, says that for people

WM Market Reports
October 4, 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the

Asset Management
October 4, 2022

How Wealth Managers Approach Thematic Investing

This article examines the topic of thematic investing, an approach portfolio managers use for

Client Affairs
September 22, 2022

When Financial Storms Build, Consider Excess Deposit Bonds

Many wealthy people want to park their wealth in financial institutions to ride out market storms,

Family Office
September 21, 2022

The Essential Tool That Family Offices Ignore

It’s no secret that private banking, which includes credit and lending services, is an essential

Company Profiles
September 19, 2022

Keeping Investment Under The Roof At Manhattan West

We catch up with a US wealth management firm that chooses to keep its investment management

Alt Investments
September 19, 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient

Surveys
September 15, 2022

Millennials' Financial Habits Revealed – And Why They Need Advice

A study by Ameriprise Financial found that Millennials are more likely to transfer money to charity