News, Comment & Analysis results for Founder
Deals Of The Day: The Latest In Wealth Management M&A – Robertson Stephens, ALTIUS Financial
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
SALT, SkyBridge Capital Founder Appointed To BNB Standard Corp Board
The former Wall Street banker and a member of the White House team in the first Trump
Mind The Gap: RIAs Lag On Developing Future Leaders, DeVoe Finds
Registered investment advisors have tightened their compensation plans and review more often, but
Dynasty Financial Partners Steps Up Marketing, Brand Drive
The St Petersburg, Florida-headquartered firm has brought in a marketing and brand expert with a
ANALYSIS: A New "Golden Visa" – Now It's Argentina's Turn
Argentina has introduced a citizenship-by-investment program, one of a number of "golden visas"
ANALYSIS: Removing A1 Gender Biases In Wealth Management
Women typically outlive men and their financial needs can differ, but without due care, wealth
“Family Offices Must Have Privacy As Their North Star” – Summit Report
Our US correspondent reports on this week’s Family Office FinTech Summit in Manhattan, as
Sonance Financial Launches Wealth Management Partnership In Canada
Sonance Financial, a new wealth advisory partnership in Canada, has been officially launched on the
New Family Office Firm Takes Flight
The organization is expanding with a wealth management practice in Texas and growing its presence
Gen Z Is Biggest-Spending Generation Of Wealthy Art Collectors, Survey Finds
The Art Basel and UBS Survey of Global Collecting 2026 found that Gen Z collectors spent more than