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
Launch Of WealthBriefing Innovation In Marketing Awards
This will be the latest in the global package of awards covering the different elements of the world's wealth management sector. In this case, the focus is on the ways that marketing – a crucial area – is co...
Gold Prices Surge As Geopolitics Hots Up
As gold prices reached new record highs this week amidst rising geopolitical tensions, wealth managers react. ...
Deals Of The Day: The Latest In Wealth Management M&A – Allworth, Grunden
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who's Moving Where In Wealth Management? – RBC Wealth Management, Raymond James
The latest moves, appointments and personnel moves in North American wealth management. ...
Private Markets Haven't Peaked, Plenty Of Momentum – Wealth Managers
We look at some of the predictions that wealth managers around the world are making about assets, particularly in the private markets sector, which have been hot topics in recent years. ...
RIA M&A: What To Expect Next After Record-Breaking Year
Fresh data shows a notable rise in the pace of mergers and acquisitions in what is still in some ways a fragmented wealth management industry. However, industry figures warned that market pullbacks and rate chan...