The New York Times

"Your Child’s Tuition Is Paid While You’re in Tahiti"

“It’s the happy byproduct of estate planning,” said Linda Beerman, the head of the wealth strategies group at CIBC Atlantic Trust, which typically offers such bill-paying and administrative services to families with $25 million or more with the company.

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Streetwise Reports

"Simplification: A Positive Change for MLP Industry, Investors"

Adam Karpf, CFA, portfolio manager for CIBC Atlantic Trust, bylined this article about the MLP sector's current trend toward simplification and the resulting benefits for investors and managers alike.

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Trusts & Estates

"Fiduciary Law Trends: A Roundup of Significant Court Cases"

Joshua S. Miller, senior wealth strategist for CIBC Atlantic Trust, bylined the article "Fiduciary Law Trends: A Roundup of Significant Court Cases," an article about several of the noteworthy cases from the past year that highlight evolving trends in the fiduciary field.

Family Wealth Report

"CIBC Atlantic Trust PWM Names Wealth Strategies Leader"

By returning to her role as head of wealth strategies, Beerman will guide firm-wide initiatives, including Women’s CIRCLE and G2G Impact (Generation-to-Generation), which are focused on outreach to women clients and the next generation of wealth management clients, respectively. Read more news stories


Family Wealth Report

"CIBC Atlantic Trust WM On How Investors' Political Biases Can Lead Them Astray"

Donabedian said that in turbulent political times when feelings run high, he and his colleague remind clients to where possible remove their partisan biases; to focus on the underlying economic picture, including company developments, and not be distracted by the daily “noise”. Read more news stories


CNBC Power Lunch

"Atlantic Trust CIO: Growth is good, but you don't want to overpay..."

Chief Investment Officer David L. Donabedian, CFA, appeared on CNBC's Power Lunch to discuss the markets at the start of the earnings season.  Watch now

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