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
Why Hightower Had To Change Course
After a busy period of acquisitions, Hightower – like some of its peers – is pushing to integrate, capture economies of scale and centralize its operations. This article examines Hightower's new "Signature W...
Applicable Net Income Rises Slightly At BNY In Q3 2025
Among the details, the New York-headquartered group said wealth management revenue dipped slightly in the quarter from a year earlier. ...
Financial Firms Fear Cyber Attacks Cause Clients To Leave – Survey
A report underlines why cybersecurity attacks and the alarm they can cause clients is a major worry for bosses of organizations such as family offices, RIAs and banks. ...
Family Offices Aim To Grow Sleeker, More Efficient With AI – Study
A report adds to the evidence of AI being embraced – up to a point – by the family offices sector. Elsewhere, a study shows that family offices' market expectations aren't as optimistic as before. ...
US-Headquartered iCapital Eyes Further APAC Expansion – Report
As headcount grows in Singapore, and with a recruitment drive in the jurisdiction and Hong Kong, the US-headquartered firm is in expansion mode, part of a wider shift in the popularity of alternative investments...
Wealth Management Net Revenues Rise At Morgan Stanley In Q3 2025
Among the details, net new assets increased in the quarter from a year before. ...