News, Comment & Analysis results for Archive
How HNW Collectors Safeguard Their Cultural Legacy
With the recent major theft of historic jewelry and artifacts from one of the world's most famous
Summary Of North American Wealth Management Senior Moves – August 2025
The latest appointments, moves and other personnel changes for the month of August.
Preview: UHNW Institute 2025 Symposium – The Firm of the Future – The Toolkit in Action
The UHNW Institute has developed – and continues to develop – new ways to think about and
Franklin Templeton Adds To ETF Range
After a number of launches across Europe and the US, California-based investment manager Franklin
What's New In Investments, Funds? – Canada's Wealthsimple
The latest news in investment offerings, financial products and other services relevant to wealth
Blackstone Leans Into Private Wealth Strategy
One of the world's most prominent players in private market investing – now a hot area – talks
Georgia-Based Wealth Manager Changes Affiliations
The firm oversees more than $1.3 billion in client money.
Deals Of The Day: The Latest In Wealth Management M&A – Rise Growth Partners, Krilogy
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Who's Moving Where In Wealth Management? – Thryve Wealth Management, Envestnet, Raymond James
The latest senior moves, appointments and personnel changes in North American wealth management.
Third-Quarter 2025 Net Income Dips At Northern Trust
Among the details, assets under management at the wealth arm of the US group rose from a year
Comment & Analysis results for Archive
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives"
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors
The Beautiful Game: How Citi Wealth Works With Sports Team Owners
With multi-millionaires and billionaires spending huge amounts on sports teams in the US and
A Finger On The Pulse: Squire Patton Boggs' Family Office Practice
We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector