Advisors address litigation risks and governance gaps, where structures may be legally correct but fail in practice due ...

In today’s global economy, it’s increasingly common to live in one country, earn in another and invest across several more. But while opportunity may span borders, financial rules rarely do. From ...

Toronto, ON, March 02, 2026 (GLOBE NEWSWIRE) -- As more families live, work, invest, and retire on both sides of the border, financial literacy has become a critical factor in preserving and ...

When borders closed during the pandemic, something unexpected happened among ultra-wealthy Americans - interest in moving abroad spiked - and according to Shelly Meerovitch, co-head of Global Families ...

Wealth management is undergoing one of the most significant structural shifts in over a decade. From policy reversals in New Zealand to regulatory changes in the US and market consolidation in the ...

A resurgence in international business travel could trigger tax challenges for financial advisors. According to a Mercer report, the majority of mobility leaders expect business travel across the ...

Evgenia Koukoumakia, head of wealth planning at EFG International, shares a deep dive into the evolving demands of ultra-high-net-worth families in a globalised world, highlighting the hidden pitfalls ...

Against the backdrop of continued repricing in global capital markets and accelerating technological change, China Industrial Securities International Financial Group Limited ("CISI", stock code: 6058 ...

Background: Kay Grasman’s career has been shaped by a distinctly international perspective. Raised in Paris, she studied economics and finance at the Sorbonne before earning a master’s degree in ...

Toronto, ON, March 11, 2026 (GLOBE NEWSWIRE) -- Cardinal Point Wealth Management has released a new in-depth article, “Social Security Claiming Decisions for Married Couples: Key Strategies, Timing ...

Cross-border families often face overlapping tax systems, differing estate laws, and conflicting reporting requirements. Without a coordinated approach, these complexities can erode wealth and create ...