News, Comment & Analysis results for Victor

People Moves
June 10, 2025

Who's Moving Where In Wealth Management? – FinServ Foundation, Gateway

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

Strategy
June 6, 2025

Getting Wealth Right – So It Doesn’t Go Wrong For NextGens

The authors get into the details of how wealthy people don't become ruled by their money and lose a

People Moves
May 28, 2025

Northern Trust AM Names New Investment Strategy Chiefs

One of the largest asset managers in the world, the firm has elevated two of its most senior

New Products
May 16, 2025

Who's Moving Where In Wealth Management? - RBC Wealth Management

The latest news in investment offerings, financial products and other services relevant to wealth

Investment Strategies
January 10, 2025

Ninety One, Candriam Smile On US, Emerging Market Equities, Gold In 2025

Ninety One, an Anglo-South African asset manager, and Luxembourg-headquartered multi-asset manager

Tax
January 7, 2025

Planning After Or With Tax Cuts And Jobs Act?

Robust tax and estate planning is needed regardless of whether the cuts made in 2017 tax

M and A
December 24, 2024

Summary Of North American Wealth Management M&A From July To End-2024

A summary of mergers and acquisitions in the North America wealth sector during July, August,

Strategy
December 20, 2024

High Performing Family Offices: Thinking About “Me” As Much as “We”

This article examines the process of sustaining and growing financial prosperity alongside durable

M and A
December 10, 2024

Deals Of The Day: The Latest In Wealth Management M&A? – Copia, Kinship, Wellington-Altus, MAI

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Investment Strategies
December 10, 2024

Franklin Templeton’s Managers Positive About US, EM Equities, Bonds In 2025

California-based Franklin Templeton’s specialist investment managers outline their outlooks for

Comment & Analysis results for Victor