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
Summit Financial Advisors Joins MAI Capital Management
The California-based firm brings $570 million in client assets to MAI’s national platform ...
EXCLUSIVE: French Private Bank More Optimistic About COP30
Despite three years of disappointing results, Jean-Philippe Desmartin at Paris-based Edmond de Rothschild Asset Management, is more optimistic about the outcome of the 30th United Nations Climate Change Conferen...
Eton Solutions Exalts Its AI Progress
The international group, created by Eton Advisors, a multi-family office, isn't shy about showing off its AI capabilities. ...
The Wealth Advisor Attrition Problem – In Conversation With Broadridge
At a time when the wealth advisory industry faces a talent crunch – and simultaneously needs to handle a multi-trillion dollar transfer of assets from Baby Boomers and others – how can the sector square the ...
City National Bank Names Private Banking, Wealth Head
Operating in different parts of the US, the lender said the appointee has worked in the sector for over a quarter of a century. ...
Deals Of The Day: The Latest In Wealth Management M&A - Bluespring
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...