News, Comment & Analysis results for Archive
Who's Moving Where In Wealth Management? – Steward Partners, RBC
The latest moves, appointments, and personnel changes in the North American wealth management
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
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
What's New In Investments, Funds? – Scharf
The latest news in investment offerings, financial products and other services relevant to wealth
MAI Capital Management Partners With Evoke Advisors
The combination will create a national firm with about $60 billion in assets under management and
Global Regulatory Fines Surge In H1 2025 – Fenergo
Regulators around the world dropped the hammer more heavily on a raft of financial institutions for
Who's Moving Where In Wealth Management? – Churchill AM, Raymond James
The latest moves, appointments and personnel changes in the North American wealth management
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
Who's Moving Where In Wealth Management? – iCapital, Raymond James
The latest moves, appointments, and personnel changes in North American wealth management.
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, Better Money Decisions
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Comment & Analysis results for Archive
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
Spike In Expat Interest Spurs Cross-Border Planning Activity
Political changes and other forces are encouraging more HNW US citizens to consider moving abroad,