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Wealth Management Insights & Research

Seize opportunity with our wealth insights

Top Wealth Insights

Whether you are focused on growing your business or preparing for an exit, a solid wealth plan is critical for entrepreneurs at every stage. Explore insights for building and sustaining your wealth.

Stay informed on recent market developments and their impact on your portfolio with Wealth Management Chief Investment Officer Katie Nixon.

The Northern Trust Institute

Explore wealth strategies that are informed by research, grounded in real-world outcomes and tailored to you.

More Top Wealth Insights

Many business owners worry about how their success will impact their loved ones. These five secrets of successful families demonstrate how to effectively transfer your wealth and values.

  

Wealth Planning

Moving across state lines? Our checklist can help you navigate the tax, estate and other financial complexities that come with interstate relocation.

Societal and familial shifts require a new approach to planning for an effective transfer of wealth.

  

Balancing business objectives with family harmony can be a delicate task. These three strategies can help.

The pandemic is intensifying valuation conflicts in divorce, but the right expertise and creativity can resolve these issues.

  

More Wealth Planning Insights

Successful wealth management requires a strong foundation of financial knowledge across generations.

Changes to lifestyle are often inevitable, but there are steps you can take to avoid common pitfalls.

Evolve your wealth plan to better meet the needs of your family.

  

  

Investing

It pays to be aware of our blind spots.

  

MORE INVESTING INSIGHTS

What questions should you be asking to develop a goals-driven investment strategy?

Consider building a portfolio reserve to avoid making short-term decisions that could jeopardize long-term goals.

  

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Discover cutting-edge wealth trends and topics in our wealth management thought leadership.

  

Our Wealth Experts

Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters.

Peter is responsible for the application of leading research to the wealth management investment process.

Pam assists clients and Northern Trust partners in achieving their goals while keeping an eye on the human element of wealth and family dynamics.

More Insights & Research

Find the news that you are looking for by expert or publication.

Experts

Leverage insightful guidance from our thought leaders.

Publications

The proactive, holistic guidance we provide clients is supported by the deep expertise of our thought leaders. Access recent global market commentaries from our experts.