Latest Comment & Analysis
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and emotionally – draining. This is the third article in a series looking at how such issues can be addressed. ...
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 from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven't always kept up...
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not always fully understood. In the second article in a series, the author looks at important considerations for people ...
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 the trends it sees unfold. ...
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 post-M&A integration blues. ...
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
Latest News
Who's Moving Where In Wealth Management? – Cohen & Steers, Raymond James
The latest moves, appointments and personnel changes in North American wealth management. ...
Withers Builds Out Fine Art Legal Expertise With Hires
Both hires joining the US art and advisory practice come with solid pedigrees - one formerly a specialist at Christie's and the other a counsel and art historian who has handled "record-setting" private sales....
Book Review: Where Are Wealth Business Opportunities? – A New Guide
The editor reviews a new study which examines commercial opportunities around the world for wealth managers and sits down with the writers to discuss what they have learned. ...
Who's Moving Where In Wealth Management? – Sapient, UBS, Raymond James
The latest senior moves, appointments, and personnel changes in the North American wealth management sector. ...
What's New In Investments, Funds? – Corastone, Morgan Stanley, Others
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Natixis IM Opts For European, Emerging Market Equities Over US
Paris-based Natixis Investment Managers delves into the 2026 market outlook, providing perspectives on both global and local trends, and insights into the investment landscape. ...