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Trends & Strategies

Stay informed about ongoing developments impacting wealth management.

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Trends & Strategies

10 Steps to Reduce Your Risk of Cyber Fraud

Reduce your risk of identity theft and fraud.

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Trends & Strategies

Three Considerations to Optimize Your Cash Management

An individually tailored plan for liquidity as well as yield

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Trends & Strategies

Divorce in Today’s Economy

While divorce has always been an expensive undertaking, higher inflation is making it an even costlier event.

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Trends & Strategies

Take Advantage of 2023 Tax Inflation Adjustments

Utilize your full lifetime gift and estate tax exemptions.

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Markets

Market Currents

Pull back the curtain on financial trends as Wealth Management CIO Katie Nixon and her guests tackle big market questions the best way possible: by exploring the evidence.

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Please enter your email address to update your preferences or create a new profile and subscribe to receive insights on the latest wealth trends and strategies. Articles, videos and podcasts cover a full range of topics across financial planning and the markets.

Explore All Trends & Strategies Insights

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Trends & Strategies

2024 Wealth Planning Outlook

Radical technological shifts. Tax uncertainty. Evolving social mores. Learn how an open mind and learning from the past can help you emerge with a plan built to thrive amid change.

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Trends & Strategies

Debt Ceiling Deal: Key Takeaways

Key takeaways and implications for the proposed debt ceiling agreement

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Trends & Strategies

Three Considerations to Optimize Your Cash Management

An individually tailored plan for liquidity as well as yield

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Trends & Strategies

ESG as a Risk Management Tool

Risks come in various forms and degrees and understanding them is central to investing.

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Trends & Strategies

ESG and “Tracking Error”

How closely should you expect your portfolio’s returns to mirror the performance of its benchmark?

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Trends & Strategies

ESG’s Influence on a Portfolio

Understand how investment factors differ between ESG funds and conventional funds.

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Trends & Strategies

Spotlight on ESG Ratings and Rankings

ESG tools can help you meet your investment and sustainability goals.

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Trends & Strategies

Disability Insurance: Is Your Coverage Enough?

Company plans can leave high-earners with a coverage gap.

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Trends & Strategies

2022 Tax Season Spotlight: Strategies for This Year and Beyond

Explore strategies for optimizing your taxes for filing year 2022 and beyond.

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Trends & Strategies

ESG Integration and Exclusion Explained

Two prominent ESG strategies can help investors align portfolios and values.

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Trends & Strategies

Interview With an ESG Expert

Northern Trust ESG Director Sharee Hassan discusses sustainable investing.

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Trends & Strategies

ESG Myth Busting

It can be hard to know what to believe when it comes to ESG investing. We bust five common myths.

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Trends & Strategies

Preparing for Potential State Wealth Taxes

Understand wealth planning strategies to prepare for potential new state taxes on wealth.

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Trends & Strategies

SECURE Act 2.0

Understand how the new legislation may affect your retirement planning.

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Trends & Strategies

Divorce in Today’s Economy

While divorce has always been an expensive undertaking, higher inflation is making it an even costlier event.

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Trends & Strategies

Take Advantage of 2023 Tax Inflation Adjustments

Utilize your full lifetime gift and estate tax exemptions.

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Trends & Strategies

Charitable Giving in a Down Market

Using time, talent, treasure and ties to make an impact.

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Trends & Strategies

Spotlight on Carried Interest and the Inflation Reduction Act of 2022

The latest on proposed changes to carried interest, corporate minimum tax and IRS tax enforcement.

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Trends & Strategies

Your Questions Answered: Energy Markets and the Ukraine Crisis

Understand the conflict’s implications for global energy markets.

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Trends & Strategies

10 Cybersecurity Practices to Protect Your Business

Follow these steps to build an effective program.

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Trends & Strategies

Can a Private Equity Partner Help Grow Your Business

U.S. private equity deal activity reached new heights in 2021. Private business investments exceeded $1.2 trillion for the year, a steep increase from 2020 and a more than 50% increase from the previous annual record.

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Trends & Strategies

Effective ESG: Align Your Portfolio With Your Values

Align your investments and values to achieve your financial goals

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Trends & Strategies

Wealth Planning for Couples Without Children

Northern Trust Institute President Pamela Lucina discusses planning considerations for couples without children.

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The Art of Collecting

What Are NFTs? Understand Estate Planning Challenges

Understand this trend and how to incorporate it in your wealth plan.

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Trends & Strategies

Annual Bonus Planning: Strategies to Help You Meet Your Long-Term Goals

Learn strategies for making the most of your annual bonus.

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Trends & Strategies

To Roth or Not to Roth?

Learn why it may be an advantageous time to convert your retirement savings to a Roth IRA.

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Markets

Tipping the Scales: Balancing Private & Public Investments

Investors are reconsidering the value of private investments.

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Year-End Planning: Challenging Assumptions

Experts share strategies to prepare for the new year.

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Trends & Strategies

Divorce and Illiquid Assets: Strategies for Moving Forward

How to split private business interests in divorce.

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Trends & Strategies

Supporting Female Founders Through Private Investing

Build your wealth while supporting female entrepreneurs.

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Trends & Strategies

A Complicated Equation: State and Local Tax Proposals and the SALT Deduction

With federal, state and local tax policies all in flux, learn what is driving the debate.

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SPAC Mania: Considerations for Sponsors and Targets

Understand the wealth planning considerations involved.

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Navigating Possible Tax Policy Changes

Plan for uncertainty by incorporating flexibility to accommodate changing policy.

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Does Cryptocurrency Belong in Your Portfolio?

Learn our view on cryptos’ role within asset allocations.

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Executive Women Survey: Insights on Finance and Home Life

Women executives share their thoughts on investing and home life.

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Trends & Strategies

The Power of Early: The Annual Gift Tax Exclusion

Maximize the benefits of the annual gift tax exclusion.

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Trends & Strategies

Trust Chasms: Breaking Down Barriers with Younger Beneficiaries

Reduce the likelihood of conflict and misunderstandings in trust administration.

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Trends & Strategies

Making Decisions as a Family

Expand your dialogue to make better decisions and communicate purpose.

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Trends & Strategies

The New Longevity and End-of-Life Care

Prepare, communicate and revisit your advance directives.

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Trends & Strategies

Modern Families Need Modern Estate Plans

Estate planning has not caught up with changing family structures. Work with your advisors to overcome this disconnect.

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OPTIMIZE YOUR WEALTH PLAN

Guided by The Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan.

ABOUT THE INSTITUTE

The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.