News, Comment & Analysis results for GIC

Investment Strategies
May 16, 2025

What Investors Might Expect Over Next 10 Years 

The following article is based on a recent paper on the capital market sectors to watch over the

Practice Strategies
May 15, 2025

Turning Stock Grants Into Cultural Alignment At Advisory Firms

What challenges arise when employees are granted equity in a privately held firm. Ownership can be

People Moves
May 15, 2025

Emigrant Bank Names Family Offices Services Head

The senior wealth industry figure is taking up the new role of head of family office services at

Strategy
May 14, 2025

The Challenges – Why Is It So Hard?

This article, the second in a series, explores the tension that exists between advisors remaining

Trust Estate
May 14, 2025

You’re Dead, Now What Happens To Your Collections?

In another example of the discussions that took place in the recent Family Wealth Report Family

Philanthropy
May 13, 2025

Why The Met Gala Debate Is Mistaken About Charitable Deductions

The punchline of this article is that whatever happens to be the object of a charitable gift, savvy

Compliance
May 13, 2025

Countries Of Money-Laundering Concern – America’s Ultimate List

Every year the US State Department fulfills its mandate to publish a report of “major money

Investment Strategies
May 13, 2025

Wealth Managers Reflect On US-China Trade Deal

After the US and China agreed on a deal to lower import taxes on goods being traded between the two

People Moves
May 12, 2025

Who's Moving Where In Wealth Management? – Deutsche Bank, Fiera Capital

The latest moves, appointments and personnel changes in the North American wealth management

Wealth Strategies
May 2, 2025

A Powerful Investment Most Investors Overlook: Paying Less Tax

Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom

Comment & Analysis results for GIC

M and A
January 25, 2023

Schwab, Family Wealth Alliance Say Marriage Was Logical Step

After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth