News, Comment & Analysis results for Founder
Benefits Of Investing In Rare Disease Drugs Highlighted
A panel debate entitled “Doing Well Through Doing Good: Investing in Rare Disease Drugs” at the
Deals Of The Day: The Latest In Wealth Management M&A – Accelerated Wealth Partners, Brooklyn Fi
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Software Shakeup: New AI Category Disrupting Notetakers, CRM
The notetakers are turning into "agentic operating systems," becoming the client relationship
The Illusion Of Ownership In Aggregator Models: Ownership Structure Matters More Than Ever
There are many wealth management firms that are being established, using different business models
Trust Is A Wealth Management Differentiator In An AI World
This article argues that regulated wealth management requires enterprise-grade AI with clear
Digital Digest: The Latest Tech News – Chicago Partners, FinTurk, WealthReach
The latest technology news in the wealth management sector from around the world.
Huge Valuation Gap Holding Up AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –
What UHNW Collectors, Their Families Must Know About Valuations
Record auction prices generate headlines. The harder questions — how to value art and
Deals Of The Day: The Latest In Wealth Management M&A – Moneco Advisors, Mercer. Savant
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Merchant Invests In Sowell Management
Merchant, the US investment house, has injected capital to fund the new program of Sowell