News, Comment & Analysis results for MAI
RIA Sector Sliding Toward "Mediocrity," Report Warns
The findings of the report chime with concerns mentioned to FWR that the RIA sector has an advisor
AI Quietly Revolutionizes World’s “Boring” Industries
People – including those in the wealth management sector – need to be less beguiled by the hype
Citigroup's Wealth Chief Dismisses Complaints Against His Conduct – Media
The bank has reportedly brought in a law firm to investigate HR complaints involving Andy Sieg, who
MAI Capital Management Partners With Evoke Advisors
The combination will create a national firm with about $60 billion in assets under management and
Global Regulatory Fines Surge In H1 2025 – Fenergo
Regulators around the world dropped the hammer more heavily on a raft of financial institutions for
Who's Moving Where In Wealth Management? – Churchill AM, Raymond James
The latest moves, appointments and personnel changes in the North American wealth management
RBC's Latest 2025 Quarterly Results Show Rising Net Income, Higher Wealth Fees
Royal Bank of Canada – which calls its figures to July 31 its "third quarter" results – said
Citi Wealth Lifts Lid On Its Private Aviation Finance Model
The US firm talks about how it applies a wealth management sensibility to working with clients
Fed's Powell Hints At Rate Cuts – Wealth Managers' Reactions
As the US administration continues its tussle with the US Federal Reserve over the path of monetary
DAF Donors Ramp Up Charitable Giving; Disasters Spur Payouts
The data also highlights the value of donor-advised funds, a form of charitable giving that has