Latest Comment & Analysis
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...
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 ...
Latest News
Global Securities Class Action Cases Yielded Lower Payouts – Broadridge
The way that class action cases’ settlements are handled is a process that forms part of the “plumbing” of the financial world. The sheer size of payments involved means that private client advisors, wealt...
Who's Moving Where In Wealth Management? – Envestnet, Lenox Advisors, FINTRX
The latest moves, appointments and personnel changes in North American wealth management. ...
What’s New In Investments, Funds? – Janus Henderson
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Eton Solutions Unveils Direct-To-Consumer Offering
The US-headquartered firm says its new offering fills a gap in the market. ...
Deals Of The Day: The Latest In Wealth Management M&A – BridgeWise, Context Analytics
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Dallas-Based Wealth Advisor Joins Ascentis
Ascentis Family Wealth serves clients from UHNW investors to athletes. ...