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
Advisor-Client Conversations Predict Outcomes Better Than CRMs – Study
Data was collected from client meetings to gain insights into the fears and hopes of clients, giving advisors an edge about how to run their firms. ...
Deals Of The Day: The Latest In Wealth Management M&A – Savant WM, APC Financial Planning, Mercer Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Which Private Equity-Backed Wealth Firms Might Have "Investment Shift" In 2026?
With private equity ownership now being a major factor in North American wealth management, the chances that some of these businesses could see investment "shifts" means that advisors should be prepared, a new r...
Who's Moving Where In Wealth Management? – Financial Planning Association
The latest moves, appointments and personnel changes in North American wealth management. ...
UHNW Institute Names New Thought Leadership, Strategy Head
One of the most important thought leaders in the industry is stepping down from his post - while staying at the organization in an advisory role, with Tom McCullough of Northwood Family Office moving into the va...
Hightower's New HTSW Division Adds Five Advisory Practices
Hightower's CEO has told FWR that it wants to double in size. Its new division features a centralized brand, investment platform and middle- and back-office services for advisors who sign on. ...