Latest Comment & Analysis
Fixing The Skills Gap And Earning Returns – In Conversation With JFFVentures
We talked to the managing partner of an impact venture fund that takes aim at the challenge of raising workforce skills, for example for US immigrants, at a time when AI and other technologies are upending what'...
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. ...
Latest News
Deals Of The Day: The Latest In Wealth Management M&A – Meyers Wealth Management Group, Osaic
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
First Horizon Bank Names CIO For Wealth Arm
Formerly at Comerica, the C-suite figure has worked at US Bank Private Wealth Management and at First Citizens Bank. ...
Who’s Moving Where In Wealth Management? – Baird, Boies Schiller Flexner
The latest appointments, moves and personnel changes in the North American wealth management sector. ...
Full-Year 2025, Q4 Wealth Revenues Rise At UBS; Group Profits Rise Sharply
The final three months of 2025 appear to have wrapped up a strong year of financial results for the Zurich-listed banking and wealth management powerhouse. ...
Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe Acquires Three RIAs
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who’s Moving Where In Wealth Management? – Lazard Asset Management, RBC Global AM
The latest appointments, moves and personnel changes in the North American wealth management sector. ...