News, Comment & Analysis results for bill

M and A
June 18, 2025

Osaic Acquires $13.5 Billion Boston-Based Wealth Manager

Osaic said it "remains open" to conversations with advisors seeking capital, sucession planning and

Surveys
June 18, 2025

Geopolitical Uncertainty Top Concern For Family Offices – BlackRock Survey

New York-based investment manager BlackRock has launched its 2025 Global Family Office Survey; the

People Moves
June 18, 2025

Senior Trio Join Bank Of America Private Bank For New York Metro Market

FWR understands that these joiners are not replacements, but additions to the team and part of an

M and A
June 18, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Beacon Capital Management, Astor

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Compliance
June 16, 2025

OPINION OF THE WEEK: UBS's Regulatory Headache, And "High-Risk" IFCs

The editor looks at two stories of recent days – the regulatory tussle between UBS and the Swiss

People Moves
June 16, 2025

RBC WM Bolsters US Presence

The recently-appointed financial advisor bring a wealth of experience and skillsets to the firm,

People Moves
June 16, 2025

Summary Of North American Senior Wealth Management Moves – April 2025

A summary of the moves in the North American wealth sector, covering a number of types of firm,

Family Office
June 16, 2025

Are Family Offices The Next Liquidity Crisis?

The author argues that while family offices have historically operated without too much regulatory

Alt Investments
June 13, 2025

iCapital CEO On New Partnerships, Blockchain And Wider Alternative Asset Access

This news service recently caught up with the CEO and chairman of iCapital, a business that has

Art
June 13, 2025

Art Lending Market’s Potential Is Large; Requires Expert Guidance 

The fine art market has its challenges, and owners who want liquidity and the ability to change

Comment & Analysis results for bill

Strategy
October 23, 2024

Now A $100 Billion MFO, What’s Next For Pathstone?

Our US correspondent gets into the details of the multi-family office's strategy in the wake of an