News, Comment & Analysis results for Founder
Savant Seals Largest Partnership Deal To Date In Massachusetts
The nationwide wealth management group said the deal – the price of which wasn't disclosed –
The Missing Discipline: How Narrative Governance Mitigates Succession Risk
A problem for families is that succession can appear to be far in the distance, but those involved
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, SolomonEdwards, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and
Mitigation Strategies Surface As Wealth Tax Battle Heats Up
A possible wealth tax in California is a controversial topic that has lessons not just for the
Who's Moving Where In Wealth Management? – LPL Financial, W1M, Others
The latest moves, appointments and personnel changes in North American wealth management.
A New Chief Executive Takes The Helm At Arta Finance
Founded by ex-Google executives, Arta is an AI, wealth, and financial technology company.
Who's Moving Where In Wealth Management? – Brown Brothers Harriman, Raymond James, Gen II Fund Services
The latest moves, appointments and personnel changes in North American wealth management.
Philanthropy With Intent: Lessons From The Buffett Family Trust
A major development concerning the philanthropic goals of legendary investor Warren Buffett prompts
Why AI Makes Venture Capital More Vulnerable, Not Smarter
Family offices and sovereign wealth funds are well placed in the AI investment because they have