Research & insights

A wealth of knowledge at your fingertips. Analysis and insights from our experts into the trends, forces and factors shaping the world and your wealth.

figure
Family finances

Same-sex marriage: Why financial planning is a must for couples

With the legalization of same-sex marriage, couples must revisit their estate, tax and wealth management planning.

5 minute read
figure
New wealth

Investing: Developing lasting wealth from sudden money

A multi-million dollar signing bonus may sound like a blessing, but unless managed and invested properly, you won't be prepared for the long game.

4 minute read
figure
New wealth

Superstar success? Why you need to build a team that reflects your new status

You have the best coaches, producers and directors to take your career to new heights, so why should your wealth management team be any different?

4 minute read
Search research & insights