News, Comment & Analysis results for Founder
Finance Leadership Drives Confidence Among Women – Beacon Pointe
While most of those surveyed don't say they are highly confident at handling money, the survey also
Who's Moving Where In Wealth Management? – Socium Advisors, Kestra, LPL
The latest senior appointments, moves and personnel changes in the North American wealth sector.
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
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
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
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
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
Arch Appoints Chief Technology Officer
Arch is part of the intersection of AI and private market investing – two powerful themes in the
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.
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