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Latest News

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Trust Estate - April 3, 2020

Estate Planning In The Age Of Coronavirus

The silver lining in this crisis is the productive estate planning discussions we’re having with clients about their intentions for their children and grandchildren.  ...

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Surveys - April 3, 2020

Measuring "Emotional Value" Of Wealth Planning

More firms are drilling into research to identify important emotional values attached to wealth advice and how these values differ between active and passive investors, and between personal and more functional s...

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Technology - April 3, 2020

Tech Traps: Four ESG Investing Traps Awaiting the Unwary

Daryl Roxburgh is President and Global Head of BITA Risk. The BITA Wealth application provides suitability profiling, portfolio and model ESG and risk management, and compliance monitoring for wealth managers. H...

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M and A - April 2, 2020

Hightower's Strategic Acquisition Drive Rolls On

The firm in which Hightower invested serves UHNW families and has offices in Atlanta and Dallas. It continues an M&A trend in the North American wealth management sector that has been in play for recent years. ...

Comment and Analysis

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Wealth Strategies - March 27, 2020

Why Behavioral Finance Matters For Wealth Managers

Behavioral finance is now such a significant topic that a specialist in the field who won a Nobel Prize for Economics advises a bond fund management titan. The subject even gets a turn in Hollywood. ...