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? – 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. ...
UK Investment House Says Private Markets Sustain Momentum
After 2025 was another high-profile year for private markets, the UK’s Aberdeen Investments has released its “Private Markets House View,” showing that private markets are keeping up momentum as we head in...
Using Philanthropy To Prepare The Next Generation: Part Two
This article notes that the families benefiting the most from philanthropic planning treat it as far more than about tax. This is the second half of a feature delving into the links between philanthropy and busi...
Wealth Managers Optimistic About Emerging Markets, AI, Gold, Defense In 2026
After emerging market equities outperformed many developed markets in 2025, led by a broad rally in emerging market stocks and local-currency bonds, a number of wealth managers believe that this trend will conti...