Asset Management

Social Security Misconceptions: The Truth About Payments to the Deceased
Financial Management Social Security Misconceptions: The Truth About Payments to the Deceased

The subject of Social Security payments to deceased individuals has been rife with misconceptions and exaggerations. This article delves into the truth behind the efforts of the Social Security Administration (SSA) to identify and remove deceased individuals from their benefit rolls, clarifying the

Ninety One Expands Infrastructure Debt Team with Strategic New Hire
Financial Management Ninety One Expands Infrastructure Debt Team with Strategic New Hire

Ninety One, a globally recognized asset management firm, has announced the addition of a new member to its infrastructure debt team. This move is part of the firm's broader strategy to enhance its capabilities and performance in the infrastructure investment sector. The new hire, a seasoned

Are Managed Accounts the Future of Personalized DC Retirement Plans?
Financial Management Are Managed Accounts the Future of Personalized DC Retirement Plans?

Defined contribution (DC) retirement plan sponsors are placing increasing emphasis on providing more personalized investment solutions to their participants. Out of the various options available, managed accounts are gaining attention for their potential to deliver highly tailored advice and

How Are Shifting Trends Affecting Wealth Management Strategies?
Financial Management How Are Shifting Trends Affecting Wealth Management Strategies?

The wealth management industry is experiencing a significant transformation driven by various emerging trends. Clients demand more personalized service, while advancements in technology reshape how financial advisors work. With regulatory pressures increasing and market volatility showing no signs

Roy M. Adams: A Legacy in Trust and Estate Planning Excellence
Strategic Management Roy M. Adams: A Legacy in Trust and Estate Planning Excellence

Throughout his prolific career, Roy M. Adams made lasting contributions to the field of trust and estate planning. As a Senior Chairman of the Trusts & Estates Practice Group at Sonnenschein Nath & Rosenthal LLP until his passing in 2014, his influence is tangible. He held notable roles at Schiff

How Are Wealth Managers Adapting to Cross-Border Data Sovereignty Challenges?
Financial Management How Are Wealth Managers Adapting to Cross-Border Data Sovereignty Challenges?

As digital technology continues to reshape industries, the wealth management sector is no exception. Central to this transformation are the innovations driven by artificial intelligence (AI) and cloud platforms. However, operating across multiple legal jurisdictions presents unique challenges

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