Asset management

Money manager assets reach record high

After four years of stalled growth, money managers’ assets under management (AUM) worldwide rose to a high of US$62.4 trillion in 2012— topping the 2007 record of $57.2 trillion.

By Staff |July 10, 2013

2 min read

Estate Planning

How to handle other people’s money

The roles and responsibilities of trustees.

By Elaine Blades |June 14, 2013

7 min read

Estate Planning

Get help when valuing difficult assets: STEP

Valuing difficult assets during estate planning is extremely complex.

By Staff |June 12, 2013

3 min read

Estate Planning

A (smarter) happily ever after

Creating a marriage contract helps couples protect assets.

By Suzanne Sharma |June 12, 2013

6 min read

Estate Planning

Move assets out of estates before death

Legacy: everybody has a different idea of what it looks like. But excessive taxes, legal hassles or family conflict shouldn’t be part of it.

By James Dolan |May 30, 2013

3 min read

Estate Planning

Marriage contracts protect assets

If your client’s getting married, she may want to create a marriage contract. That’s because in some jurisdictions there’s a default regime for property division between spouses when the marriage ends, and she may not like the results.

May 6, 2013

3 min read

Industry

New methods for asset allocation

When you have a 60/40 allocation, your risk is actually 90/10.

By Melissa Shin |April 1, 2013

3 min read

Estate Planning

Transferring estate freeze assets

Pros and cons of transferring company shares.

By Caroline Rheaume |September 25, 2012

3 min read

Estate Planning

Passing down patents

Assets such as trademarks and patents can hold considerable value. Protecting your ownership of intellectual property can ensure your successor’s competitive edge.

By Patricia Harris |September 24, 2012

2 min read

Market Insights

Push for proper asset allocation: Hughes

Advisors should look for portfolio managers who are asset allocators in light of today's global economy, says Christine Hughes of OtterWood Capital Management.

By Suzanne Sharma |September 13, 2012

2 min read

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