News, Comment & Analysis results for Founder

M and A
June 13, 2024

Summit Trail Advisors Add $3 Billion AuM Group

The new offices in Portland, Oregon, and Denver, Colorado, will join existing locations across the

M and A
June 10, 2024

Cresset Buys Michigan-Based MFO, Takes AuM Over $52 Billion

One of the oldest multi-family offices in the US, Connable has served seven generations of its

New Products
June 3, 2024

What’s New In Investments, Funds? – Kintsugi

The latest news in investment offerings, financial products and other services relative to wealth

New Products
May 30, 2024

New Platform Launched To Connect Sports, Entertainment And Wealth Industry

The brand will provide a suite of customizable wealth, insurance, financial and consulting services

Strategy
May 28, 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater

Financial Results
May 24, 2024

Canadian Wealth Manager Hails C$30 Billion AuA Milestone

The firm has told this news service that it aims to disrupt and revolutionize the Canadian wealth

M and A
May 23, 2024

How Not To Blow It: After A Deal Closes

When a merger and acquisition deal is concluded, this is just the start of a series of challenges

Alt Investments
May 21, 2024

Gold Starts To Shine Again

This commentary from an investment house grapples with recent moves in the gold market and how, in

Wealth Strategies
May 20, 2024

J Stern & Co Likes Today's "Shovel Provider" Firms In Tech Play; Smiles On Industrials

This news service speaks to an investment partnership – born out of a family office – with

People Moves
May 20, 2024

Summary Of North American Wealth Management Executive Moves – March 2024

A round-up of senior moves, appointments, personnel changes and other news around senior roles in

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

Strategy
December 7, 2017

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

Strategy
September 5, 2017

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