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The global economy has come a long way from the nadir of the 2008/2009 financial crisis.

In recent years, impact investing has captured the attention of leaders in finance, philanthropy, business, and government seeking innovative ways to help solve some of s

The U.S. Commodity Futures Trading Commission’s Division of Swap Dealer and Intermediary Oversight (Division) issued a no-action letter providing family offices relief from commodity trading advisor registration, in connection with advisory services they provide to family clients.

The U.S.

This perspective from the Glenmede CIO discusses asset returns and the business cycle, trends in economic growth and a review of valuations, business cycles and asset returns. Investors gauge how to proceed based on short-term indicators and valuation signals similar to the game "Red Light, Green Light".

Deutsche Bank's Year-end Outlook provides an interview with Larry Adam, CIO and Chief Investment Strategist - Americas. Topics include the state of the U.S. economy and the major drivers of economic growth, the outlook for interest rates and its effect on stock, bond and emerging markets.

While the large federal exclusion may mean that many people no longer have federal estate tax issues, they may still have state estate tax issues. The challenge is balancing the desire to mitigate estate taxes with maximizing a basis step-up for appreciated property at an individual’s death. Put differently, planning has gotten harder, not easier!

The December issue of CIO View includes key economic indicators and articles:

The dollar is worth significantly more now than a few months ago. Relative to the currencies of major trading partners, the dollar has surged nearly 6 percent since summer.

The start of the 21st century saw the emergence of a global industry of family office and family wealth practitioners. Undoubtedly, this industry existed in previous centuries, but never on the global scale of recent times.