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Most Read News

Credit Suisse In Americas Makes Top-Level Management Changes

Bankers Seen Leaving JP Morgan After Loss - Report

Summary Of Quarterly Results In Global Wealth Management

Canada's RBC, Other Banks Potential Bidders For BoA's Non-US Wealth Arm - Report

HSBC Enters Agreement To Sell Some Latin American Businesses

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News and Features

Latest News

Canada's RBC, Other Banks Potential Bidders For BoA's Non-US Wealth Arm - Report

Philadelphia Financial Expands UHNW Insurance Team

Barclays Bolsters New York Wealth, Investment Unit With Four Hires

Private Bank Of California Names New Exec VP, COO

Bank Of Montreal Eyes Singapore For Wealth Operations - Report

Comment and Analysis

Book Review: Unmasking The Language Of Wall Street

Gresham Hires Head To Lead Growth; Targets "Top One-Tenth Of The 1 Per Cent"

Interview: Smartleaf Sets Out To Measure Effects Of Workflow Processes

Interview: CAIS On "Levelling The Playing Field" In The Alternatives Space

What The Wealthy Are Holding - Tiger 21 Reveals Member Asset Allocations

Expert Commentary

Industry Insight

Sustainable Investing: The Other Side Of The Legacy Conversation?

The question of legacy has become a pertinent one to the wealth management industry in recent years, as various factors converge to drive a large transfer of assets. This is often looked at from the philanthropy side of the table, but increasingly the possibility to make a difference with investment assets has come under the spotlight.

View from the Top

Looming Deadlines Make For Busy Wealth Structuring Season

It has been hard for any international lawyers dealing with US clients to ignore the sweeping provisions of the FATCA Act, but this tax compliance juggernaut is not the only issue on the horizon, a specialist in the field says.

Editor's choice

Wealth In Motion: The Challenge Of Family Businesses, Succession

For wealthy families, a large challenge is raising the next generation and handling issues such as when and how to involve them in the family fortune, or business. It is a challenge that some say that wealth managers should be involved in.

Expert View

Advisors Must Respond To Uncertainty, Adapt Quickly To Complexity - Envestnet’s Crager

Independent advisors have a golden opportunity to benefit from an era of “profound change,” but must swiftly address the new realities and complexities of the economy and the marketplace, said Envestnet president Bill Crager at the wealth management outsourcing firm’s 2012 Advisor Summit in Chicago.