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
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. ...
AI Risk For US Equities, Economy In 2026 – Swiss Wealth Manager
Swiss-based Pictet Wealth Management shared their insights on the investment outlook for 2026 at a London media event yesterday, highlighting the main investment themes to watch in 2026 as well as forecasts for ...
Who's Moving Where In Wealth Management? – TritonPoint, Neal Gerber Eisenberg, Others
The latest moves, appointments and personnel changes in North American wealth management. ...
Attributable Fourth Quarter, Full-Year Net Income Rises At SEI
One of the larger US financial groups, which works with sectors including private banks and wealth managers, delivered a broadly positive set of earnings results for the fourth quarter and all of 2025 yesterday....
Allocations To Private Market Investments To Rise In 2026 – Hamilton Lane
US-headquartered private market investment firm Hamilton Lane, which has $1 trillion in assets under management, has released its 2026 Global Private Wealth Survey, showing that private wealth investors are posi...
From Frameworks To Practice: Building The UHNW Firm Of The Future
Here is a detailed account of the UHNW Institute Symposium, held in New York last November to explore how specific ideas and approaches that the Institute has developed are being implemented. ...