News, Comment & Analysis results for Founder

People Moves
November 1, 2024

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

People Moves
October 30, 2024

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

Family Office
October 28, 2024

Canada's JR Wealth Management Forms Family Office Service

The new offering will be led by the firm's chief executive and founder.

M and A
October 25, 2024

Modern Wealth Management Buys $1.4 Billion Firm

The registered investment advisor said it plans more acquisitions through year-end.

Alt Investments
October 24, 2024

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

Practice Strategies
October 23, 2024

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

People Moves
October 22, 2024

Who's Moving Where In Wealth Management? – ALTSMARK, Realta Wealth

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

M and A
October 22, 2024

Lido Advisors Acquires RIA

The combination with Pegasus Partners will see that firm's team members join Lido Advisors.

Family Office
October 21, 2024

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

Wealth Strategies
October 16, 2024

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

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