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
Attributable Fourth Quarter, Full-Year Net Income Rises At SEI
One of the larger US financial groups, which works with sectors including private banks and wealth managers, delivered a broadly positive set of earnings results for the fourth quarter and all of 2025 yesterday....
Allocations To Private Market Investments To Rise In 2026 – Hamilton Lane
US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets under management, has released its 2026 Global Private Wealth Survey, showing that private wealth investors are posi...
From Frameworks To Practice: Building The UHNW Firm Of The Future
Here is a detailed account of the UHNW Institute Symposium, held in New York last November to explore how specific ideas and approaches that the Institute has developed are being implemented. ...
AITi Tiedemann Global Explains Investment Formula; Says Private Markets Have More Headroom
We talk to the international multi-family office's investment chief about its approach to capturing returns, sources of liquidity and risk management for its clients. ...
Deals Of The Day: The Latest In Wealth Management M&A – NorthRock Partners, Martin & Associates, Elevation Point, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Wealth Managers’ Priorities Are Client Engagement, Staff Retention – Research
WTW Wealth Investments has identified the areas needing to be prioritized in order to meet the challenges facing the wealth management industry in 2026. The research, conducted in collaboration with the Thinking...