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Wealth Management

Insights & Research

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Top Wealth Insights

Car on a winding road.The Road to WhyWhat is the “why” that drives today’s most successful business leaders? We speak with entrepreneurs and visionaries who have reshaped their industry about their life’s work, legacy and the greater meaning of it all. Read Article
Abstract geometric patternMarketsThe Weekly FiveStay informed on recent market developments and their impact on your portfolio.Read Article
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The Northern Trust Institute

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Insights & Case Studies

Wealth Planning Insights

The Capitol building at night.Retirement PlanningSECURE Act 2.0Understand how the new legislation may affect your retirement planning.Read Article
A field in the foreground with cranes in the background.InvestingEffective ESG: Align Your Portfolio With Your ValuesAlign your investments and values to achieve your financial goalsRead Article
Interstate Relocation Checklist Follow these steps to navigate the financial aspects of your move.Read Article
Trends & Strategies

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Investing Insights

A Stress Test For Your Estate PlanAre there surprises lurking in your plan?Read Article
Protect Your Goals in Volatile MarketsTake volatility in stride with a goals-based approach. Read Article
Money Masterclass

Leadership

Our Wealth Experts

Pam Lucina

Pam Lucina

President of The Northern Trust Institute, Chief Fiduciary Officer and Trust & Advisory Practice Executive

Peter Mladina

Peter Mladina

Director of Portfolio Research, Wealth Management

Katie Nixon, CFA, CPWA®, CIMA®

Katie Nixon, CFA, CPWA®, CIMA®

Chief Investment Officer, Northern Trust Wealth Management

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