Latest Comment & Analysis
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...
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. ...
Latest News
ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"
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...
Why AI Makes Venture Capital More Vulnerable, Not Smarter
Family offices and sovereign wealth funds are well placed in the AI investment because they have more freedom of action, the author of this article argues. ...
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, LongView, Summit
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who’s Moving Where In Wealth Management? – Envestnet, Osaic, Janney Montgomery Scott
The latest moves, appointments and personnel changes in wealth management in North America. ...
Dynasty Concludes Another Minority Capital Raise
The Florida-headquartered wealth management group said the capital will be used to pay for growth on a number of fronts. ...
SuMi TRUST, Amundi, Invesco Positive On Japanese Equities, Ahead Of A Snap Election
With a snap election in Japan on February 8, SuMi TRUST, a large Japanese asset manager, talks with this news service about why it is positive about Japan’s economic outlook and stock market in 2026, notably A...