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
What's New In Investments, Funds? – Vestmark, WestEnd Advisors
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Challenges Of Wealth For Jewish Families – A View From Charles Lowenhaupt
Family Wealth Report publishes this heartfelt opinion from one of the most respected and long-standing figures in the North American wealth management sector, Charles Lowenhaupt, (pictured). ...
Deals Of The Day: The Latest In Wealth Management M&A – Integrated, Morrison Nordman, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who's Moving Where In Wealth Management? – Fiduciary Trust International, Vanguard, Matthews, Others
The latest moves, appointments and personnel changes in North American wealth management. ...
EXCLUSIVE: Oakglen Wealth Explains European Overweight, US Equity Underweight
The firm explains industry trends such as defense, tech, healthcare and renewables, and explains its decision to be underweight US equities and overweight Europe. ...
Wealth, Asset Management M&A Rose In Q3, Momentum Continues – PwC
The data seems to accord with the run of reported deals this news service has covered in the North American and wider market. ...