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
Carson Acquires 40th Wholly-Owned Wealth Firm
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
ANALYSIS: Women's Advances, Challenges In Wealth Management Parity
We take a look at different ways that women intersect with wealth and finance, what progress there has been in relation to men – what needs to be done, and where there has even been a regression. This is part ...
Who's Moving Where In Wealth Management? – MSCI, Raymond James, Others
The latest senior moves, appointments and other personnel changes in North American wealth management. ...
Emigrant Builds Out Family Office Capabilities With Acquisition
The purchase of the Fortis Management Group – for an undisclosed sum – is part of Emigrant Bank's development of a specialist offering for UHNW families and RIAs. ...
Morgan Stanley Cuts Payroll, Including In Wealth Division – Report
As the report said, there's a focus on the extent to which AI will render some parts of the banking, brokerage and wealth business obsolete. ...
Hightower's "Signature" Division Grows With $5 Billion Firm
The move highlights the new division that Hightower announced last year. ...