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
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
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
The investment industry is facing increasing pressure from long-term investors who are urging asset managers to adopt a more proactive stance on climate risk management. A coalition of 26 financial institutions and pension funds, collectively managing $1.5 trillion, has vocalized their expectations
The recent signing of a non-binding Memorandum of Understanding (MoU) between Generali and BPCE marks a significant milestone in the asset management industry. This collaboration aims to establish a joint venture that combines their respective asset management operations, Generali Investments
The Asset Management Board's recent approval of a new courthouse in Springfield, Massachusetts, despite a dissenting vote, has raised questions about the fairness of the bidding process. The existing Roderick L. Ireland Courthouse, plagued by environmental issues like black mold, has been linked to
