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
Deals Of The Day: The Latest In Wealth Management M&A – RBC Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Regulatory Fines Down In The US In 2025 – Fenergo
Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management (CLM), know your customer (KYC) and transaction monitoring, has released its annual findings on global financial inst...
Finding Family Harmony Between The Silence And The Noise
The authors argue that governance and wealth mechanisms are maps, but without relational awareness, they miss emotional connection throughout the interpersonal network. ...
Who’s Moving Where In Wealth Management? – Hightower Advisors, Vontobel, Brighton Jones
The latest moves, appointments and personnel changes in wealth management for North America. ...
JP Morgan Net Revenue Up In Q4 2025
The firm concluded 2025 with a strong fourth quarter, with each line of business performing well. ...
Deals Of The Day: The Latest In Wealth Management M&A – TMG, Hogan Knotts
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...