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The challenges of managing artworks in estate plans can be complicated and financially – and emotionally – draining. This is the third article in a series looking at how such issues can be addressed. ...
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven't always kept up...
The emotional and financial costs of handling estate-related litigation can be severe, and not always fully understood. In the second article in a series, the author looks at important considerations for people ...
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees unfold. ...
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the post-M&A integration blues. ...
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
The firm sits at the center of developments in the way alternative investments data is collected, processed and reported for wealth managers and other players in what remains a growing field. ...
The new "expanded access program" runs in tandem with other offerings in the alternative space – as introduced by Merrill Lynch Wealth Management and the private banking arm of BoA – and taps into the seemin...
Hunstad has played a pivotal role in shaping NTAM’s investment vision and philosophy, leading a global team of more than 300 professionals. ...
In case anyone thought it was safe to take their eye off Corient, the Miami-based firm is back yet again with an acquisition. ...
The organization is continuing to take lawyers and others from Morgan Lewis, a rival law firm in Philadelphia. ...
The transaction continues a number of M&A deals from Savant, and across the wider North American wealth sector, driven by firms' desire to transition their business as retirement nears, as well as by forces such...