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 – Mercer Global Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Digital Digest: The Latest Tech News – Alto, Canopy
The latest technology news in the wealth management sector from around the world. ...
AI In The Family Office: Lessons For Asset, Wealth Managers
This report – one of several – from the investment summit in Manhattan last month recounts discussions on the use of artificial intelligence in the investment process, and considers where developments might ...
Deals Of The Day: The Latest In Wealth Management M&A – Lido Advisors, Stuart Chaussée & Associates
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
SimCorp Continues C-Suite Build-Out
The CPO, who has more than two decades' experience in product strategy, has worked in firms such as S&P Global Market Intelligence and Bloomberg, among others. ...
Cultural Assets: Building Next Alternative Category For Wealth, Family Offices
As family offices increase alternative investment exposures, averaging 44 per cent, a panel at the Family Wealth Report's Family Office Investment Summit explored a critical question: what portion should be dedi...