Comment & Analysis

5099 articles found

Comment & Analysis

When advisers stop thinking for themselves

Two advisers recommend the same unsuitable allocation to two different clients. The first built it himself, misjudged the client’s time horizon, and signed off on his own error.   The second accepted an AI-generated recommendation without checking the underlying assumptions and passed it along as her own advice. Both clients suffer the same loss. Only […]
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Comment & Analysis

Wealth Management Industry to Reach $180.90 Trillion by 2031 as Digital Advisory and Private Markets Accelerate Growth

The "Wealth Management – Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026-2031)" has been added to ResearchAndMarkets.com's offering.   The market report analyzes the industry by client type, asset class, provider type, delivery model, and geography. Market forecasts are provided in terms of value in USD.   The global wealth management market is […]
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Comment & Analysis

How wealthy families are rewriting their philanthropy playbooks

Many of the world’s wealthiest families are using their financial resources to help their communities and to address society’s greatest challenges. The trend reflects a growing desire among these families to turn their wealth into real and lasting impact.   Just cutting a cheque doesn’t cut it anymore.   From charitable giving to strategic philanthropy […]
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Comment & Analysis

Wealth manager and law firm partner on IHT/pensions support

Depledge Strategic Wealth Management and Ansons Law have partnered to support clients with the “potentially disastrous” inclusion of unspent pension pots in inheritance tax (IHT) calculations.   The firms highlighted the IHT increases clients are set to face, with both organisations having seen a marked rise in estate and succession planning enquiries so far this […]
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Comment & Analysis

Collector car market: performance, trends, and opportunities

Over the past two decades, the global collector car market has matured from a niche enthusiast pursuit into a recognised alternative collector asset class. In doing so, it has become increasingly relevant to wealth managers and family offices looking beyond traditional financial instruments.    Depending on the parameters used to define the market, the total […]
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Comment & Analysis

Why Philanthropy Is A School For Inheritance

When business owners think about inheritance, the conversation usually starts with assets. How should wealth be transferred? Which structures will protect it? Who will eventually take over the business?   Those are important questions. But over the years, I've come to believe they're not the most important ones.   The real challenge isn't transferring wealth. […]
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