News & Insights

This collection of news and insights from RMB provides examples of the in-depth research and analysis, industry knowledge, and fundamental principles underlying what we do for our clients.

The Role of Real Assets in Investor Portfolios

By Andrew Baker, CFA, Partner, Portfolio Manager

February 17, 2021

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RMB Private Trust Responds to Client Needs

June 29, 2021

Estate Planning When Interest Rates Are Low

December 16, 2020

Commentary: Estate Planning’s Importance Heightened by the Pandemic

October 19, 2020

Planning in Up and Down Markets

By Kristy McCullough, S.V.P., Wealth Advisor

June 16, 2020

A Guide to Private Trust Companies Today

June 16, 2020

Beneficiary Considerations

By Margo Sweany, CFP®, Wealth Advisor

January 17, 2018

Successful Wealth Transitions: Inform, Involve, Entrust

February 8, 2016

The Greatest Gift To Your Heirs: Financial Literacy

By Dimitri P. Eliopoulos, CFP®, CPWA®, Partner, Director of Advisory Services, Wealth Management

January 12, 2015

What To Consider When Choosing A Trustee

By Michele Francisco, CFP®, Partner, Chief of Staff

January 18, 2014