News, Comment & Analysis results for Bridge

M and A
September 24, 2026

Corient Continues Acquisition Drive With Cayman Islands Deal

Just when readers thought that Corient might be taking a rest from its acquisition drive, along

People Moves
September 21, 2026

Who’s Moving Where In Wealth Management? – Janney Montgomery Scott, Janus Henderson

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

UHNW Institute
September 11, 2026

UHNW Institute Updates Ten Domains Framework For Family Wealth

A framework that the think tank has developed to capture the expertise that UHNW families has been

Surveys
September 3, 2026

Investment In AI Infrastructure To Reach $31.6 Trillion Through 2050 – PwC

With a number of investment managers positive about infrastructure investing in 2026, PwC has

Strategy
August 26, 2026

UHNW Institute's Inaugural European Conference – Transforming Wealth Management

The Institute, with which this news service is exclusive media partner, will host an inaugural

People Moves
August 18, 2026

Remembering Stephen “Steve” Prostano

This news service remembers the career and significance of an important and much-respected figure

People Moves
August 13, 2026

Who's Moving Where In Wealth Management? – Dynasty Financial Partners, LPL, Others

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

Offshore
August 10, 2026

China's Offshore Flow Clampdown Has Impact – WSJ

China has started to tax offshore trusts as used by wealthy HNW citizens. Authorities have clamped

M and A
August 6, 2026

Corient Buys $21 Billion AuM Summit Trail Advisors

The US-headquartered group, formed via CI Financial's 2023 rebrand of its US wealth arm, continues

Investment Strategies
August 4, 2026

Central Banks Hold Rates, Sparking Wealth Manager Reactions

After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and

Comment & Analysis results for Bridge

Strategy
March 26, 2025

Future Proof: Wealth “Transfer” Stirs Controversy; How Advisors Can Bridge Generation Gap

There is a great wealth transfer happening – although recent controversial remarks might suggest