News, Comment & Analysis results for Founder

Technology
April 30, 2025

RFPs, Pain Points And Buy-In: Focus On Vendors At Family Office Fintech Forum

At the Family Wealth Report Family Office Fintech Forum in Manhattan last week, vendors and other

M and A
April 30, 2025

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, Modern Wealth, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Company Profiles
April 30, 2025

How Abra Works To Embed Digital Assets Into Wealth Mainstream

This news service recently interviewed the wealth management firm Abra Capital Management about the

Technology
April 29, 2025

Benefits, Caveats Of AI Adoption In Spotlight At Family Office Fintech Forum

We report in the first of two articles about discussions held at the family office fintech forum,

Technology
April 29, 2025

Risk Management Use Case For AI: What’s Here, Possible, And Unlikely

Below is one of several panel discussions held at last week’s Family Wealth Report Family Office

M and A
April 29, 2025

F2 Strategy Makes Another Acquisition

The acquisition enables F2 to launch a new strategic service, it said.

Practice Strategies
April 28, 2025

Legacy In Motion: Fredda Herz Brown On Family Members In The Family Business

The following conversation took place at last week’s Family Wealth Report Investment Forum in New

Wealth Strategies
April 28, 2025

Trends And Advice Highlight Family Office Investment Forum

The investment issues confronting family offices, such as a switch to private markets, through to

People Moves
April 25, 2025

Who's Moving Where In Wealth Management? – SEIA, Raymond James

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

Family Office
April 23, 2025

Creative Artists Agency Launches Family Office Advisory Group

Creative Artists Advisory says the family office advisory business is a first of its kind because

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