News, Comment & Analysis results for Founder
New York-Based Digital Wealth Firm Adds Five Advisors
Describing itself as a digital family office, the firm said it has accelerated AuM growth in recent
Summary Of North American Wealth Management Senior Moves – August 2024
A roundup of senior moves in the North American wealth sector during August. While traditionally a
Canada's JR Wealth Management Forms Family Office Service
The new offering will be led by the firm's chief executive and founder.
Modern Wealth Management Buys $1.4 Billion Firm
The registered investment advisor said it plans more acquisitions through year-end.
New York-Based RIA Launches New Venture Fund
The RIA says that giving its clients a more accessible route into VC is an important way to stand
Preview: PKF O’Connor Davies Breaks Ground With Center For Private Business Owners
The program is designed to inform and instruct private business owners about creating a successful
Who's Moving Where In Wealth Management? – ALTSMARK, Realta Wealth
The latest senior moves, appointments and personnel changes in the North American wealth management
Lido Advisors Acquires RIA
The combination with Pegasus Partners will see that firm's team members join Lido Advisors.
Family Office Platform Closes Seed Funding Round, Eyes Industry Disruption
The business says it aims to transform the world's family office space as these organizations
Newly-Honored Economics Stars Offer Vital Investment Lessons
The coveted awards to economists, some of whom have influenced governments in major ways such as on
Comment & Analysis results for Founder
Time For Canada's Wealth Sector To Emulate US Counterpart – Wellington-Altus Founder
The founder and chief executive at the Canadian wealth management firm talks about its business
TIGER 21 Founder On The Dynamics Of Building And Protecting Wealth
The founder of the Tiger 21 network talks to FWR about why he has written a recent book, the value
BOOK REVIEW: TIGER 21 Founder Sets Out Winning Strategies For Wealth Creators, Holders
A luminary of the business and wealth industry sets out ideas on how to build, retain and transfer