News, Comment & Analysis results for Archive
Will Integration Make Wealthspire An Industry Leader?
Our US correspondent examines developments at Wealthspire – now under new ownership – and how
Deals Of The Day: The Latest In Wealth Management – Asset Mark, Efficient Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Lincoln International Acquires Fellow Advisory House
The acquired firm, with offices in the US and Europe, serves wealth managers among its roster of
Digital Digest: The Latest Tech News – FINTRX
The latest technology news in the wealth management sector from around the world.
When Interest Rates Change – What This Means For Trusts
What are the implications for trusts when interest rates rise and fall? Different trust structures
Digital Digest: The Latest Tech News – FIS Launches Asset Servicing Offering
The latest technology news in the wealth management sector from around the world.
Cetera Adds Firm; Switch Follows LPL-Commonwealth Deal, Advisor Says
As M&A affects part of the US wealth management ecosystem, it is – at least according to one
Who's Moving Where In Wealth Management? – Fiduciary Trust International
The latest appointments, moves and personnel changes in the North American wealth management
What's New In Investments, Funds? – Lexington Partners, Vestmark
The latest news in investment offerings, financial products and other services relevant to wealth
Fed Cuts Interest Rates – Wealth Managers React
After the US Federal Reserve cut interest rates on Wednesday, as expected, wealth managers discuss
Comment & Analysis results for Archive
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
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