News, Comment & Analysis results for NEPC
Oros Returns As President Of Alternative Investment Platform Company
Our correspondent examines the latest challenge that this CEO has chosen to take on, adding to what
Why Hightower Had To Change Course
After a busy period of acquisitions, Hightower – like some of its peers – is pushing to
Who's Moving Where In Wealth Management? – Hightower Advisors, Raymond James, Others
The latest moves, appointments and personnel changes in the North American wealth management
Setting The Scales On AI: Rebalancing Risk, Staying Open To Opportunities
Given that "Big Techs" have often fed into, and benefited from, the excitement generated by AI, the
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular
Summary Of Moves In North American Wealth Management – January 2025
A roundup of moves, appointments and other personnel changes in the North American wealth
North American Wealth M&A Rose In 2024, Sector Weathers Volatility – ECHELON
Foreign buyers, including those linked to sovereign wealth funds, were among the players in the
High Drama At Hightower: New CEO, Many Questions
The CEO of Chicago-headquartered Hightower Advisors, Bob Oros, is leaving the firm and is being
Who's Moving Where In Wealth Management? – PEWIN, Azarias Capital, Others
The latest wealth management moves, appointments and personnel changes in North America.