Latest Comment & Analysis
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. ...
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives" – the reality is that investors have shrinking choices in public, listed markets, which raises the need to find ...
Latest News
Who's Moving Where In Wealth Management? – Steward Partners, RBC
The latest moves, appointments, and personnel changes in the North American wealth management sector. ...
Citigroup's Wealth Chief Dismisses Complaints Against His Conduct – Media
The bank has reportedly brought in a law firm to investigate HR complaints involving Andy Sieg, who heads the wealth management arm. He has commented on the matter. ...
What's New In Investments, Funds? – Scharf
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Global Regulatory Fines Surge In H1 2025 – Fenergo
Regulators around the world dropped the hammer more heavily on a raft of financial institutions for various rule breaches and problems, and the digital assets and cryptocurrency space was a particular area of co...
Who's Moving Where In Wealth Management? – Churchill AM, Raymond James
The latest moves, appointments and personnel changes in the North American wealth management sector. ...
RBC's Latest 2025 Quarterly Results Show Rising Net Income, Higher Wealth Fees
Royal Bank of Canada – which calls its figures to July 31 its "third quarter" results – said wealth management earnings contributed to the result, aided by rising market levels. RBC's wealth business operate...