Latest Comment & Analysis
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
ANALYSIS: Family Offices in Motion – A Transatlantic View
Taking views from the US, London and other jurisdictions, we consider how and why family offices and the UHNW individuals they serve move around, open new offices, and position to handle risks and opportunities....
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...
Latest News
Who's Moving Where In Wealth Management? – Janney Montgomery Scott, UBS, Lincoln
The latest moves, appointments and personnel changes in wealth management in North America. ...
Digital Digest: The Latest Tech News – Carson Group
The latest technology news in the wealth management sector from around the world. ...
Imposing Order On Fragmented "Alts" Data – In Conversation With Arch
Growing use by family offices of private markets and other "alternative" investments adds to the need for fast, reliable and clear data. But there are problems. This publication recently spoke to Arch, the platf...
IRS Figures Show How States' Tax Rates Spur Migration
The figures will add to debate on whether rising taxes – beyond a certain level – reduce rather than raise revenues by shrinking a tax base. ...
Family Office, Conglomerate Eye Saudi Hotels Growth Surge
The Kingdom, under its Vision 2030 program, wants to expand areas such as hotels and infrastructure. A major conglomerate is teaming up with a Texas-based family office to develop a hospitality platform that wil...
Corebridge, Equitable Holdings Enter $22 Billion Merger
The firms, both which are listed in New York, said they will create a major retirement, life, wealth and asset management group overseeing about $1.5 trillion in assets. ...