News, Comment & Analysis results for Advent

Practice Strategies
April 10, 2025

What We Learned About Workplace From The Pandemic

Workplace arrangements were disrupted massively by the pandemic and, five years on, the CEO of

Compliance
January 23, 2025

A New Cybersecurity, Resilience Regime With Global Impact – DORA

New European Union legislation took effect this month that is designed to make financial

Strategy
January 20, 2025

Five Trends In Luxury Lifestyle And Travel Management For Family Offices

This article looks at a business specializing in luxury travel and lifestyle – Maison Benjamin

Strategy
July 26, 2024

OPINION OF THE WEEK: How Independent RIAs Outshine Private Banks

The writer of this article is unafraid to cut to the chase and state that independent RIAs are

M and A
July 24, 2024

Alternative Investment House Buys Stake In $2.6 Billion RIA; M&A Growth Remains Strong

A deal announced yesterday is another example of the vigorous M&A activity that has been a feature

M and A
July 16, 2024

Mid-year RIA M&A Market Report: Winners, Losers And Trends

After the half-way point of 2024, our US correspondent looks at the M&A arena to see who has

WM Market Reports
December 1, 2023

OPINION OF THE WEEK: UBS Billionaire Data Gives Lessons

An annual report about the nature of billionaire wealth around the world should jolt firms into

People Moves
October 9, 2023

Carson Appoints Chief Legal Officer

The role is a new one at the wealth management group.

People Moves
October 4, 2023

Canoe Intelligence Makes Senior Hires

The appointments support Canoe's global business and product expansion plans in commercial and

Technology
September 13, 2023

OPINION OF THE WEEK: How Silicon Chips Drive So Much Of Our Wealth

To coincide with this news organization's fintech summit event in Manhattan today, the editor

Comment & Analysis results for Advent