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Latest News

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Reports - January 27, 2021

Goldman Sachs CEO Takes Pay Cut After 1MDB Saga

The CEO and two other senior executives are having their 2020 pay slashed. Goldman Sachs said the three figures did not take part in illicit activity but their pay was cut because the 1MDB affair was an "institu...

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Philanthropy - January 27, 2021

Philanthropists Unleash Donations In 2020

More data has come through to confirm how last year's pandemic triggered an upsurge in giving, requiring advisors to intensify their work in ensuring clients' plans stayed on track. ...

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Trust Estate - January 27, 2021

Estate, Tax Planning Top US Family Office Priorities

The private client law firm, which works with family offices and other wealthy clients, said estate and tax planning are top of the list of priorities this year, as pressures to raise revenues grow. ...

Comment and Analysis

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Strategy - January 20, 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged living standards, fostered inequality and other problems. It describes the world that the wealth industry inhabits, a...

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Investment Strategies - January 8, 2021

The Venture Capital Promise Of Health, Wellness Sectors

This news service talks to a US venture capital firm that operates in health-related sectors, stretching from foods, personal care and beauty. It is an example of the kind of sectoral approaches that drive sourc...

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WM Market Reports - December 23, 2020

Can SPACs Work In The RIA Market?

The number of special purpose acquisition companies entering the market has risen by more than four times this year. These entities provide buyers with a low-cost entry into the vehicle and the stakes become a l...