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Latest News

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Technology - February 14, 2020

Socially Conscious Investing: The Wild West Of Data

This is the latest in a series of articles charting technology driving the North American and global wealth management sector. This specific item probes into the busy world of environmental, social and governanc...

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Tax - February 13, 2020

US Expats Struggling For Financial Access Get Updated Guide

Being an American expat, even if they are high net worth individuals, can be frustrating when it comes to obtaining banking and other financial services. An advocacy and membership organization pushing at this i...

Comment and Analysis

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Tax - January 23, 2020

A Proposed US Wealth Tax: How To Prepare

Cresset, the US wealth management firm that has expanded rapidly in the past couple of years, explains what could and should be done to prepare clients if a wealth tax is enacted in the US. ...

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Philanthropy - January 2, 2020

Paying It Forward: A Donor’s Manual to Scholarships

Funding college scholarships is a central feature of education philanthropy. The area is full of complexity, however, and it is possible for benefactors to err. This article explores the details and recommends h...

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WM Market Reports - December 20, 2019

WEALTH TALK: Taking Stock Of 2019, Looking Ahead To 2020

After a momentous year for politics and financial services in jurisdictions such as the US, Britain, Hong Kong and France, we take a chance to reflect on what the wealth management story has been and what is in ...