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Latest News

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Trust Estate - May 7, 2021

HNW Investors In Tax Firing Line - Wealth Managers' Comments

Householders making more than $400,000 are going to see higher taxes, putting a premium on smart financial and estate planning. Wealth managers discuss what approaches to take and what sort of conversations are ...

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Strategy - May 7, 2021

Goldman Sachs Wants Office Work To Resume

Financial organizations are positioning for how to arrange working arrangements after the pandemic (hopefully) winds down in parts of the world. ...

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Compliance - May 7, 2021

Compliance Corner: SEC, Gary Gensler

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

Comment and Analysis

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Investment Strategies - April 15, 2021

How Should US Investors Approach Chinese Equities Market?

US investors are arguably under-invested in Chinese equities and should change to diversify. But China's regulatory landscape and corporate governance - or the lack of it - are big concerns. Trade tensions, such...

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Technology - April 1, 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and increase client engagement. But this requires careful thought about advice monitoring, efficiency and - of course - com...

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Technology - March 31, 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human elements of their offerings that create lasting value. Darren Berkowicz, Managing Director at SS&C Technologies...