Latest Comment & Analysis
Administering An Estate With Artworks – Strategic Options
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. ...
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 from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven't always kept up...
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
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 ...
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 the trends it sees unfold. ...
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 post-M&A integration blues. ...
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
Latest News
Digital Digest: The Latest Tech News – RFG Advisory, Syntax Data
The latest technology news in the wealth management sector from around the world. ...
Who's Moving Where In Wealth Management? – RBC Wealth Management, Global Asset Management, Others
The latest moves, appointments and personnel changes in North American wealth management. ...
Deals Of The Day: The Latest In Wealth Management M&A – Bluespring, Signature Wealth
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Compliance Corner: Regulatory Change Management Costs Seen Rising
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...
Modern Wealth Signals M&A Ambitions
The US wealth manager has chalked up no fewer than 18 acquisitions since it was launched just over two years ago, making it one of most acquisition-hungry stories in the sector. ...
Who's Moving Where In Wealth Management? – Robertson Stephens WM, Aprio
The latest appointments, personnel changes and moves in the North American wealth management industry. ...