Global markets are currently gaining from U.S. President Trump's pledges to slash financial regulation and cut taxes but this optimism is unlikely to last, a senior client adviser at Nomura told CNBC. (cnbc.com)
This Legal Week Intelligence report, in association with RBC, offers an overview of the Lake Como event, covering subjects including the drive for financial transparency, the realities of family bereavement, succession planning considerations for family businesses, and the developing role of private client advisers. (legalweek.com)
Paul Speargas, a senior client adviser at WMS Partners, a family office and wealth advisory firm in Towson, Md., is looking in some unlikely spots for investments — notably those that do not move in line with the market. (nytimes.com)