News, Comment & Analysis results for Founder
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
What's New In Investments, Funds? – CAZ Investments
The latest news in investment offerings, financial products and other services relevant to wealth
Concurrent Buys Its First Platform Business, Acquires $5.4 Billion In Assets
The is the first time the Florida-based business has bought another platform business, taking total
Who's Moving Where In Wealth Management? – Botoff Consulting, LPL Financial, Others
The latest senior wealth management moves, appointments and personnel changes in the North American
Procyon Acquires New Jersey Firm
The deal, when closed, will add approximately $415 million in assets under management.
Wealth Management M&A Slows In Q3, Advisors Delay Sale Decisions
A measure of RIA deals in the third quarter of this year shows a decline, with market volatility
Digital Digest: The Latest Tech News – Savvy Wealth
The latest technology news in the wealth management sector from around the world.
Compensation Strategies Gain Ground In Family Offices, Recruitment Challenges Remain
As the US and wider family office market has grown, one focus area has been the need to
Marketing Study: Referral Paradox, Rise Of AEO And Advisor Antipathy
How do advisors find new clients? The answer, it seems, is not as obvious as some practitioners in