Latest Comment & Analysis
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
ANALYSIS: Family Offices in Motion – A Transatlantic View
Taking views from the US, London and other jurisdictions, we consider how and why family offices and the UHNW individuals they serve move around, open new offices, and position to handle risks and opportunities....
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...
Latest News
Deals Of The Day: The Latest In Wealth Management M&A – MSCi, Compass
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Savant Seals Largest Partnership Deal To Date In Massachusetts
The nationwide wealth management group said the deal – the price of which wasn't disclosed – will expand its Massachusetts presence. ...
Who's Moving Where In Wealth Management? – Buchalter, Jump
The latest moves, appointments and personnel changes in North American wealth management. ...
Deals Of The Day: The Latest In Wealth Management,M&A – Carson Group, Applied, MSCI, Aspen
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Can AI Turbocharge Behavioral Finance?
The field known as behavioral finance is not new – insights have been discussed for years. The question, however, has been about how to act on these ideas and use them in portfolios. That requires an ability t...
Addepar Pushes Further Into AI With "Addison"
The new offering will empower advisors to focus more on interactions with existing and new clients, Addepar says. ...