News, Comment & Analysis results for Founder

New Products
July 11, 2025

New Cleveland-Based Wealth Advisor Launches Firm

The newly-launched firm takes a more "customized" approach to managing clients' money at a time

M and A
July 11, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, F2 Strategy, Pontera, Snowden Lane

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

People Moves
July 10, 2025

US Family Office Firm Appoints Former Rockefeller Executive

The newly-hired executive will serve in C-suite roles and be a founding executive and partner.

People Moves
July 10, 2025

Who's Moving Where In Wealth Management? – Sanctuary Wealth, Raymond James, Carnegie

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

New Products
July 9, 2025

Digital Digest: The Latest Tech News – Fi3 Advisors, Opto Investments

The latest technology news in the wealth management sector from around the world.

Technology
July 7, 2025

Legal, Insurance, And Technology Strategies For Family Office Protection

We continue to provide coverage of the Family Wealth Report forum on the cybersecurity challenges

Financial Results
July 3, 2025

Investors Inject Capital Into Savvy Wealth To Power Growth

A mix of new and existing investors have put money into the tech-driven wealth management

People Moves
July 2, 2025

Who's Moving Where In Wealth Management? – Osaic, True North Advisory Group, DeVoe

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

People Moves
June 30, 2025

Who's Moving Where In Wealth Management? – Dechert, Bleakley, UBS, Osaic, Others

The latest senior moves in the North American wealth management sector.

Alt Investments
June 27, 2025

Private Markets, Direct Investing And Supply Chains – In Conversation With Leon Capital Group

Almost a year on since Leon Capital Group hooked up with New York-headquartered tech platform

Comment & Analysis results for Founder

Company Profiles
March 11, 2024

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