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Latest Comment & Analysis

Tax
September 22, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 2

This is the second half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...

Tax
September 21, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 1

This is the first half of an article setting out what the author says are the tax and value-building qualities of life insurance in the various forms in which it operates in the US. ...

Offshore
September 13, 2021

New Wealth House Serving US Expats Explains Investment Angle

UK-based Shard Capital created a new service a year ago for US expats. The business has a very particular view about risk, asset allocation and investment, and talked recently to this publication. ...

Trust Estate
August 6, 2021

Wealth, Business Transfer Talks - Starting Is The Hardest Part

We read a lot about "intergenerational wealth transfer" but it is important to note that the most difficult part of the process is even raising the topic. With trillions of dollars at stake, and tax cuts almost ...

Tax
August 4, 2021

Retroactive CGT Impact Thwarts Some Client Moves - Rockefeller

A continued theme from this and other conversations with wealth managers is how clients should not let "the tax tail wag the investment dog." ...

Emerging Markets
August 3, 2021

Chinese IPOs In US Boom, But Regulatory Frictions Loom - Editorial Comment

Ironically, information about the boom time in US-listed IPOs of Chinese firms coincided with reports of how the SEC, along with other parties, is wrestling with Chinese firms and policymakers over disclosures a...

Latest News

Technology
September 24, 2021

Modernizing Operations To Accelerate Growth

The author of this article explains how advances in operations can help investment managers streamline their business, save costs, free up time to pursue revenue-generating activities, and accelerate growth. ...

People Moves
September 24, 2021

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

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

M and A
September 24, 2021

US Private Equity House Continues Sports Team Acquisitions Trend

Wealth management intersects with sports in several ways by providing clients among successful players, coaches and owners, creating investment opportunities or “trophy assets” and sponsorship.  ...

Banking Crisis
September 23, 2021

Fed Signals Ultra-Loose Monetary Policy Nearing End - Wealth Managers' Reactions

One of the big macro-economic debates that has run - even before the pandemic - has been around exactly when and how central banks will slow their quantitative easing programs, aka money printing. ...

New Products
September 23, 2021

Appway Unveils Canada-Focused Onboarding Solution

Appway offers onboarding solutions for private banks, wealth managers and other financial institutions to make handling AML, KYC and compliance regulations much easier and swifter. ...

People Moves
September 23, 2021

Former Merrill Lynch Advisors Join Dynasty Financial Partners' Network

The firm said it sees opportunities for buying advisory practices and building out philanthropy and family offices' services. It is based in Colorado. ...