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
Morgan Stanley's Group, Wealth Net Revenues Rise In Q4 2025
One of the large US financial institutions that is also a major wealth management force issued quarterly and full-year 2025 figures this week. ...
Net Earnings Rise At Goldman Sachs In 2025; Private Bank Revenues Strengthen
In the mix of the results, the US firm's private banking segment enjoyed stronger revenues. Looking ahead, Goldman Sachs said it has raised margin targets for the medium term in its wealth and asset management a...
Wells Fargo's Wealth Net Income Rises In Q4 2025
We continue to report on the Q4 and full-year 2025 results of North America's largest banks and, in particular, their wealth and private banking business divisions. ...
Deals Of The Day: The Latest In Wealth Management M&A – Raymond James, Clark Capital
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Carson Group Launches NextGen Advisor Council
The US group, with more than $55 billion in AuM, is seeking to craft the way it evolves, shapes its planning and other initiatives. ...
Canada's CI Global Asset Management Inks Invesco Funds Deal
Under the terms, the firm will buy Invesco's fund business agreements in Canada. CI's chief executive, Kurt MacAlpine, said the move demonstrated the benefits of now being a privately held company. ...