News results for Archive

Tax
October 28, 2021

Wealth Tax Idea Resurfaces; Spending Wrangles Drag On - Report

The idea of a wealth tax refuses to die, despite all the criticisms aimed at it over the years and

People Moves
October 28, 2021

Wells Fargo AM Names Compliance Chief

The deal to acquire WFAM - which will be renamed as Allspring Global Investments - is slated to go

People Moves
October 27, 2021

Who's Moving Where In Wealth Management? - Raymond James, BNY Mellon Wealth Management

The latest senior moves in asset and wealth management from across North America.

People Moves
October 27, 2021

Cresset Names Advisors For Southwest Region

Cresset has been busy in recent months, most notably with its deal with Berman Capital Advisors.

New Products
October 27, 2021

Dynasty, MIT Sloan School Of Management Launch RIA Leadership Program

The need for chief executives of RIAs to be supported in order to meet leadership challenges at a

Reports
October 26, 2021

Third-Quarter Wealth Results Shine At UBS

Fee-generating assets were supported by inflows in nearly all regions for the global wealth

People Moves
October 26, 2021

Who's Moving Where In Wealth Management? Carson Group, Stonehage Fleming

The latest senior moves in the North American wealth management industry.

New Products
October 26, 2021

Envestnet Partners With Fixed Income Fintech

YieldX is a financial technology firm changing the way that fixed income investing operates - a

Alt Investments
October 26, 2021

Ares Management Launches Wealth Solutions Offering

The new entity has a team of more than 90 fundraising and client service professionals. A key theme

M and A
October 26, 2021

Goldman Sachs Takes M&A Crown

In a busy run of M&A activity to date this year, Goldman Sachs holds the crown as top deal maker.

Comment & Analysis results for Archive

Client Affairs
December 22, 2020

WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks

This is the eighth edition of a video series by this news service in partnership with international

Art
December 21, 2020

Online Art Auction Growth Here To Stay - Citi Private Bank Study

The fine art auction market can act as a temperature measure for how high net worth and ultra-HNW

Wealth Strategies
December 15, 2020

WEALTH TALK: Focus On How HNW Investors Position In 2021

In this latest video we take a look at what the industry thinks investors should be doing next year

Strategy
December 14, 2020

Updated Forward Features Schedule To December 2021

Here is an updated forward features list for our global coverage. The list may be revised on

Client Affairs
December 8, 2020

WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa

This is the seventh edition of a video series by this news service in partnership with

Family Office
December 7, 2020

Updating Family Office Guidance For Uncertain Times

The author of a handbook aimed at family offices has updated the first edition, and with so much

Technology
December 4, 2020

Working Virtually With Clients Enables Greater Advisory Access

Technology can paradoxically improve human-to-human contact and advice within wealth management, if

Trust Estate
November 30, 2020

Translating Private Foundations To Common Law World

There are reasons to be optimistic about transplantating the private foundation to the common law

Compliance
November 24, 2020

WEALTH TALK: Where Fine Art And AML Meets

This is the sixth edition of a video series by this news service in partnership with international

Legal
November 23, 2020

When HNW Business Owners' Marriages Go Sour: Structured Solutions

This news service talks to Northern Trust about the kind of complexities arising when business