News, Comment & Analysis results for Founder

Technology
July 7, 2026

The AI Employee You Didn't Hire Is Running On The Data You Never Secured

An executive perspective on the unmonitored layer in wealth management and family office

Family Office
July 7, 2026

Bezos' Family Office Loads Up On AI Startup Investments - Media

The report said that Bezos Expeditions is now the most active family office investor so far. In

Surveys
July 6, 2026

Botoff Consulting Digs Deeper Into Family Office, UHNW Advisor Compensation Trends

The firm has argued that reliable compensation data, when paired with expert consultants who

M and A
July 6, 2026

Focus Financial Trio Complete $10 Billion-Plus AuM Merger

The move is an example of how Focus Financial Partners has been converting many of its

Tax
July 2, 2026

Billionaire Ballot Battle: Tax Issues Loom Over US’s 250th Birthday

Debates about reducing inequality of income and wealth on one hand, and the dangers of the impact

People Moves
July 2, 2026

Arch Appoints Chief Technology Officer

Arch is part of the intersection of AI and private market investing – two powerful themes in the

M and A
July 1, 2026

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

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

Practice Strategies
July 1, 2026

Approval Is Not Ownership: Helping Family Office Investment Decisions Hold Under Pressure

When family offices' members make decisions, they're frequently operating under pressures – not

Technology
June 26, 2026

A Wake-up Call For Family Offices: Protect Clients’ Legacy By Safeguarding Their Wealth, Privacy

An expert in the field of cybersecurity explains major challenges and potential solutions for

Technology
June 25, 2026

The Evil Corp Takedown Is A Win And A Warning

An "ethical hacker" and figure in the security and defense community, Derek Blok writes about

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