News, Comment & Analysis results for HAIL

M and A
July 21, 2025

SS&C To Acquire Global Funds Network In $1.0 Billion Deal

One of the largest banking and wealth sector technology firms – based in the US – has agreed to

Statistics
June 24, 2025

US, UAE, Switzerland To Attract More HNW Migrants; UK, China Among Big Losers – Study

One of the most striking figures is that the UK will see almost three times more HNW emigrants than

People Moves
June 9, 2025

Who's Moving Where In Wealth Management? – Raymond James, LPL Financial

The latest moves, appointments and personnel changes in the North American wealth management

Client Affairs
May 9, 2025

Wealth Managers React To US-UK Trade Deal

After the UK and the US struck a trade deal this week – the first to be reached under US

Wealth Strategies
May 5, 2025

Equity Concentration Risk And How To Solve It: Another Look

Concentration risk in portfolios is at high levels, and the recent market selloffs have focused

Surveys
March 3, 2025

Financial Advisors Warm To Gen AI, Most Reap Immediate Benefits – Survey

Among the findings, only 8 per cent think AI threatens their livelihoods.

Investment Strategies
March 3, 2025

UBS, Schroders Unpack Tariff Impact On Investment, Sectors

The likelihood of US tariffs – and possible retaliatory ones – is top of mind for asset

Technology
February 10, 2025

ARK Invest Highlights Innovation Themes Set To Drive Future Growth

ARK Invest, a global thematic exchange-traded funds issuer specializing in disruptive innovation

Financial Results
January 16, 2025

Wealth Results Sharply Improve At Citigroup

The headline figure for Citigroup's wealth business showed that the US lender ended 2024 on a

Surveys
December 5, 2024

Most US Advisors Pleased They Switched Firms – Survey

A study of hundreds of US advisors finds that among those who have changed firms, the vast majority

Comment & Analysis results for HAIL