Comment & Analysis Archives - Page 39 of 520

"To invest in private markets, you need a tailored approach" – interview with Frédéric Rochat

January 23, 2026

Frédéric Rochat offers his perspective on illiquid assets and their presence (or absence) in private client portfolios, advocating a "tailored" approach.

Comment & Analysis

Gen X have most wealth in property as Baby Boomers move to cash

January 22, 2026

Gen X households hold the most wealth in property and shares of any generation according to new KPMG analysis

Comment & Analysis

2026 Roth catch-up explained

January 22, 2026

Mandatory Roth catch-up contributions: What’s changing, why it matters, and what to do.

Comment & Analysis

Anastasia Stopnevich: soft power behind growing Cyprus-based wealth management firm

January 22, 2026

Despite the beautiful surroundings that some might find distracting, Stopnevich maintains an intensive routine.

Comment & Analysis

Lessons for UHNWs from the Brooklyn Beckham family dispute

January 21, 2026

As the Beckham family feud dominates headlines, experts tell Spear’s how high-profile families should – and shouldn’t – manage disputes in public

Comment & Analysis

How much inheritance is enough?

January 20, 2026

UBS experts share guidelines for finding a balance that reflects clients’ family values.

Comment & Analysis

How socialite Katherine Keating dragged brother into the 'Epstein files' – as the Australian prime minister's son reveals the innocent truth about an explosive email exchange

January 19, 2026

Patrick Keating was referenced in email with Jeffrey Epstein

Comment & Analysis

How The Millionaire Next Door reshapes client advice

January 19, 2026

That question remains relevant for RIAs who work with clients with financial behavior that does not always match outward appearances.

Comment & Analysis

Billionaire wealth jumps three times faster in 2025 to highest peak ever, sparking dangerous political inequality says Oxfam

January 19, 2026

Billionaires 4,000 times more likely to hold political office than ordinary people

Comment & Analysis

Gen X and Millennials Will Inherit Trillions in Real Estate Over the Next Decade

January 16, 2026

How luxury homeowners are preparing their children for the great wealth transfer

Comment & Analysis

2026 Wealth Shock: 0.001% Now Own Triple the Bottom Half

January 16, 2026

The latest World Inequality Report, prepared by a consortium of economists including Thomas Piketty, sets out the new global baseline.

Comment & Analysis

Wealth Insight Partners Named to Forbes' 2026 Best-In-State Wealth Management Teams

January 15, 2026

Recognition Honors Firm's Plan-Driven Approach and Commitment to Clients with Complex Financial Journeys

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