News, Comment & Analysis results for Bridge

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

People Moves
July 31, 2026

Summary Of North American Senior Moves In Wealth Management – May 2026

A roundup of moves, appointments and personnel shifts in the North American market.

M and A
July 30, 2026

Bloomberg Scores Major Private Markets Move, Buys Canoe

Canoe Intelligence sits at the center of developments in the way alternative investments data is

M and A
July 29, 2026

Corient Acquires Seven Bridges Advisors, Adding $4.9 Billion AuM

The Miami-headquartered wealth manager continues its run of acquisitions in the US and

Offshore
July 23, 2026

Moneta Group Joins UK's US Expat Market Bonanza

The US-registered investment advisor, which oversees more than $50 billion, has partnered with a UK

New Products
July 17, 2026

UK Bank Leans Into US Expat Growth Trend

With an increasing number of US expats relocating to the UK, London-based private and commercial

Client Affairs
July 15, 2026

Investment Managers React To Unexpected Drop In US Inflation

After US inflation eased by more than expected in June, investment managers discuss the impact on

Technology
July 8, 2026

OPINION OF THE WEEK: Clients’ Use Of AI – Should Advisors Be Scared Or Excited?

The group editor takes a look at clients’ use of AI and digital tools for getting clued up about

M and A
July 6, 2026

Focus Financial Trio Complete $10 Billion-Plus AuM Merger

The move is an example of how Focus Financial Partners has been converting many of its

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