News, Comment & Analysis results for Archive
Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, CWS, Carson, Hightower
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Scared Or Excited?
The group editor takes a look at clients’ use of AI and digital tools for getting clued up about
Wealth Sector M&A Powers Ahead Even As Financial Services Megadeals Dry Up
One detail of the report is a divergence between deal volume and deal value in financial services
Fiduciary Duty Under Scrutiny: What Expert Witness Testimony Reveals About Family Office Risk
As the author notes, the families that endure across generations treat fiduciary discipline as an
The AI Employee You Didn't Hire Is Running On The Data You Never Secured
An executive perspective on the unmonitored layer in wealth management and family office
Comment & Analysis results for Archive
Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and
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
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not
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
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