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
Who's Moving Where In Wealth Management? – UBS, EisnerAmper, Others
The latest moves, appointments and personnel changes in North American wealth management. ...
Deals Of The Day: The Latest In Wealth Management M&A – OnePoint BFG Wealth Partners, Spahn Financial
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Dynasty Ramps Up Compensation Expertise
Among the achievements of the new appointee, he has launched an AI-driven equity compensation advice platform to help advisors and employees decide comfortably and rapidly over corporate stock holdings. Dynasty ...
How HNW Collectors Safeguard Their Cultural Legacy
With the recent major theft of historic jewelry and artifacts from one of the world's most famous museums still in the news, the author seeks to glean what lessons are appropriate for HNW collectors seeking to p...
Summary Of North American Wealth Management Senior Moves – August 2025
The latest appointments, moves and other personnel changes for the month of August. ...
Preview: UHNW Institute 2025 Symposium – The Firm of the Future – The Toolkit in Action
The UHNW Institute has developed – and continues to develop – new ways to think about and manage clients’ complex private wealth and business needs. The New York City symposium will explore how these tools...