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
Summary Of North American Wealth Management Senior Moves – December 2025
December witnessed a number of high-profile moves and appointments, with the most significantly arguably being the hire of Ida Liu, former global head of Citi Private Bank, becoming the CEO for HSBC Private Bank...
Trump Nominates New Fed Chairman – The Wealth Management Verdict
Thought of as being possibly more open to further interest rate cuts, Kevin Warsh also has a reputation as a monetary policy hawk, which means that the Fed might not be as favorable toward easing as some might s...
Who's Moving Where In Wealth Management? – Goldman Sachs, Raymond James
The latest appointments, moves and personnel changes in the North American wealth management sector. ...
Senior UBS Family Office, UHNW Client Services Figure Expands Role
In December last year, the Swiss firm made changes to its operating model, including the consolidation of its global family and institutional wealth team with its UHNW advisory activities. ...
Net Income Dips At Raymond James In Q4 2025
Among the eye-catching examples of the firm's results, its total private client group assets under administration stood at more than $1.7 trillion at the end of last year. ...
What’s New In Investments, Funds? – BlackRock, Partners Group
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...