News, Comment & Analysis results for Founder

Technology
June 18, 2025

Move Fast – Stay Secure

This article, stemming from our forum on cybersecurity in Manhattan last week, looks at how AI

Strategy
June 16, 2025

“It’s Mind Boggling How Much Cyber Criminal Activity Is Happening”: Cybersecurity Forum

The scale of threats and attacks on financial services and related sectors is high, and a major

People Moves
June 16, 2025

Summary Of North American Senior Wealth Management Moves – April 2025

A summary of the moves in the North American wealth sector, covering a number of types of firm,

Family Office
June 16, 2025

Are Family Offices The Next Liquidity Crisis?

The author argues that while family offices have historically operated without too much regulatory

Art
June 13, 2025

Art Lending Market’s Potential Is Large; Requires Expert Guidance 

The fine art market has its challenges, and owners who want liquidity and the ability to change

M and A
June 11, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Lido Advisors

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

Asset Management
June 10, 2025

What's New In Investments, Funds? – HarbourView, KKR

The latest news in investment offerings, financial products and other services relevant to wealth

Emerging Markets
June 9, 2025

US Wealth Advisor, India-Based Family Office Enter Cross-Border Pact

The agreement enables both firms to tap into the capabilities and investment opportunities of the

People Moves
June 9, 2025

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

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

Strategy
June 6, 2025

Getting Wealth Right – So It Doesn’t Go Wrong For NextGens

The authors get into the details of how wealthy people don't become ruled by their money and lose a

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