Related insights: Private Wealth

Estate Planning: Protect and Plan for the Future

Mar 08 2019
Entrepreneurs and business owners are naturally – and rightly - focused on running and growing their businesses, particularly with Brexit looming, along with other seismic changes in the global economy. But this can mean many neglect to put effective estate planning measures in place.

How AI Shapes the Future of Wealth Management

Sep 04 2018
We are on the cusp of a revolution. While wealth managers have used computers to streamline complex analysis and to simplify customer service, the next wave of computational tools are already upon us. Artificial intelligence (“AI”), from predictive analysis to recommendation engines, will soon provide better decisions, more attentive client service, and a broader customer base for wealth managers willing to trust them.
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Why, and how, to plan for a very long life

Feb 01 2018
When creating a long-term investment strategy, you need to think about your goals, circumstances, risk tolerance and liquidity needs. But you should also place considerable weight on one other factor: your projected longevity.
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The Broker Protocol: End of an Era?

Feb 01 2018
Morgan Stanley and UBS – two of the largest wirehouses in the United States – recently withdrew from the Protocol for Broker Recruiting Agreement, commonly referred to as the “Broker Protocol.”