News, Comment & Analysis results for JP Morgan
Most Interesting Questions For 2026
We gaze into the crystal ball for the main likely trends for the coming 12 months, and also take
Widening Private Market Access And Demand For Alpha – Implications For Fees
We talk to the founder and CEO of a four-year-old fintech that works with RIAs, family offices and
Summary Of North American Wealth Management Senior Moves – November 2025
A summary of wealth management moves for the North American market during November.
Summary Of Senior North American Wealth Management Moves – October 2025
A round-up of moves, appointments and personnel changes in North American wealth sector during
Wealthfront Launches IPO Roadshow
The digital wealth management firm has been pondering the next stage of its development for some
Summary Of Moves In North American Wealth Management – September 2025
A roundup of moves, appointments and personnel changes in North American wealth management during
Addepar Makes Senior Hires
Addepar, a New York-headquartered global technology and data platform for investment professionals,
Sapient Capital Adds New York Partner, Continues Build-Out
The $23 billion AuM firm – headquartered in Indianapolis, with offices in Los Angeles, Miami and
Cresset Appoints Corporate Development Head
The firm now looks after more than $78 billion of client funds as of the start of November. Recent
Who's Moving Where In Wealth Management? – Sapient, UBS, Raymond James
The latest senior moves, appointments, and personnel changes in the North American wealth