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
Creative Planning Reportedly Acquires UK-Based Maseco
Two firms of contrasting size and scope, that both cater to international clients such as US expats, have reportedly entered a transatlantic M&A deal. ...
Summary Of North American Wealth Management Senior Moves – November 2025
A summary of wealth management moves for the North American market during November. ...
What’s New In Investments, Funds? – Man Group
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Venture Capital Set To Improve Globally In 2026, Driven By AI – Preqin
A new Venture Capital Global 2026 report by Preqin, a global data and intelligence provider for the alternative assets industry, looks at how the environment for the venture capital asset class improved in 2025,...
DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law
One of our contributors delves into consumer DNA tests and how this affects issues such as legal fights on inheritance. ...
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. ...