News, Comment & Analysis results for Archive

Technology
May 8, 2024

Digital Digest: The Latest Tech News – Franklin Templeton, Microsoft

The latest technology news in the wealth management sector from around the world.

WM Market Reports
May 8, 2024

Talent Battle Vexes Family Offices, Many Lack Next Gen Succession Plans

A study of family offices – almost of all of which are North American – sheds light on their

People Moves
May 8, 2024

Who's Moving Where In Wealth Management? – Raymond James, Nepsis

The latest senior wealth management industry appointments, moves and changes across North America.

Financial Results
May 7, 2024

UBS Profits Rise For Q1; Shares Rally

The Swiss bank reported financial results a year after the momentous acquisition of Credit Suisse

M and A
May 7, 2024

RIA Blockbuster: Colony Merges With Buckingham

Our US correspondent dives into the details of a large M&A deal in the North American wealth

M and A
May 7, 2024

Deals Of The Day: The Latest In Wealth Management – MAI, Harbor

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Asset Management
May 7, 2024

What's New In Investments, Funds? – iCapital, PNC, TCW

The latest news in investment offerings, financial products and other services relative to wealth

People Moves
May 6, 2024

Rockefeller Adds To North Carolina Wealth Footprint

The addition of the team in North Carolina continues a run of joiners to the New York-headquartered

Philanthropy
May 6, 2024

The Life Arc Of A Philanthropist: Seven Stages Of A Life Of Giving

The art of giving to create a positive impact on society is a "dynamic journey," the author of this

ESG
May 6, 2024

Spotlight On Sustainable Investing – Lombard Odier

Swiss wealth and asset manager, Lombard Odier, discusses how investors should be positioning their

Comment & Analysis results for Archive

Philanthropy
December 20, 2022

Asset Allocation For Philanthropists Gets Tough

Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean

Strategy
December 19, 2022

Five Big M&A Questions for 2023

Here is the second in a series of analyses of the North American wealth management scene by US

M and A
December 15, 2022

Why Mercer Advisors Is The Leading RIA Acquirer

Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent

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, 2022

When Should An Elderly Person Stop Driving?

The author of this article examines an issue that seems both mundane but also significant – when

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