News, Comment & Analysis results for Bain
2025 Was Another M&A Record For Wealth Sector – ECHELON Partners
With deal-flow continuing to break records, M&A data also shows that activity is not confined to
Summary Of North American Wealth Management Senior Moves – November 2025
A summary of wealth management moves for the North American market during November.
Who’s Moving Where In Wealth Management? – RBC Global AM, Raymond James
The latest executive moves, appointments and personnel changes in North American wealth management.
Foundation Source, Envestnet Enter Partnership
Two organizations from very different areas have been through significant change, sharing the
Launched From The Beach: Envestnet Unveils $1 Billion Investment
The US-headquartered group, which has been through a lot of change since it was taken off the stock
Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?
Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW
Envestnet Names New Finance Chief
The new CFO at Envestnet will be taking the helm from a man who has helped steer the firm through
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
The Challenges – Why Is It So Hard?
This article, the second in a series, explores the tension that exists between advisors remaining
A Cautionary Tale: Challenges Of Serving UHNW, Centimillionaire Client Segments
The following article considers the upper echelons of wealthy individuals and how, based on their