News, Comment & Analysis results for Archive
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
What's New In Investments, Funds? – Reckoner Capital Management
The latest news in investment offerings, financial products and other services relevant to wealth
HNW Individuals, Especially Women, Actively Involved In Art – UBS/Art Basel Study
The Art Basel and UBS Survey of Global Collecting 2025 authored by Dr Clare McAndrew, founder of
Changes At Top Of Sequoia Financial
With its HQ in Akron, Ohio, the group has made a number of C-suite changes.
Certuity Appoints Ex-UBS Senior Figure As Institutional Wealth Head
With a track record of working for large banks, as well as an active entrepreneur and advisor, the
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