Insights & Research

Wealth Management Research

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Market Insights

Gain insight into the rapidly changing financial landscape
Access the most recent market commentaries and global analysis from our experts or join us for an upcoming presentation via phone or by webcast.

Wealth Planning Insights

Sharing our collective experience to help you develop practical planning strategies
Wealth Planning Insights provides a multi-dimensional perspective into financial planning, family education and governance, charitable giving, tax and wealth transfer strategies and business owner concerns.

Wealth Management Topics

Financial Lifestyle and Perspective
Successful individuals and families face unique challenges. Keep informed of the latest trends and research.

Wealth Transfer Strategies

Plan for the future with confidence
Protection and transfer of your wealth can be complex and requires careful planning. To gain a better understanding, start here with these materials written by our experts.


No matter where you're going in life, you’ll have to negotiate a curve now and then. Does your retirement plan anticipate them?
Retirement today is much more complex than it has been in the past. Changing lifestyles, uncertain market conditions and impending tax increases have even the most affluent households viewing the future with concern. Northern Trust professionals can help. We'll work with you to create a tailored strategy so that you can enjoy the confidence of knowing you have a plan in place for the future.


Establishing Your Charitable Legacy
You have attained a level of financial security that allows you the freedom to devote resources to causes that are important to you and to make a difference in the lives of others. Having made the decision to contribute to charity, you now are faced with determining how best to ensure your desired legacy is achieved. Northern Trust can help.

Our Experts

Expertise Matters
Northern Trust offers proactive guidance and thought leadership to help anticipate your needs and provide custom solutions that fit your life.

Market and Economic Commentary


Wealth in America

Learn what Northern Trust's landmark study revealed about the high-net-worth.

Hear From Our Experts

Our experts offer perspectives for navigating the current financial landscape.

Compromised E-mail Accounts

What you should do if your e-mail account is compromised.

Using Mobile Devices Securely

The keys to maintaining the security of applications on your mobile device is to install only from known, trusted, sources and to keep your apps current by installing updates as soon as they are available.

ATM Security - Protect Yourself Against Skimming

Skimming is a form of card fraud which can affect both credit and debit cards.