News, Comment & Analysis results for Jump
Software Shakeup: New AI Category Disrupting Notetakers, CRM
The notetakers are turning into "agentic operating systems," becoming the client relationship
The Illusion Of Ownership In Aggregator Models: Ownership Structure Matters More Than Ever
There are many wealth management firms that are being established, using different business models
AlTi Global Posts Q1 Revenue Gains; Wealth Management Outflows Continue
Following our US correspondent's detailed analysis of the group's structure and valuation, AlTi
Summary Of Senior Wealth Management Moves In North America – March 2026
The latest senior moves, appointments and personnel changes in the North American wealth management
Why Impact Investing Is Becoming A Family Office Governance Question
The author argues that impact investing is not about aligning with values – the real issue is
Wealth Net Income Surges At Citigroup In Q1 2026
Higher revenues and a lower provision for credit losses contributed to a jump in year-on-year net
US Inflation Climbs To Highest Level In Nearly Two Years – Wealth Managers React
After US inflation jumped last month to its highest level in nearly two years, due to surging oil
Equity for Advisors “No Longer Optional” If RIA Sellers Want Premium Valuation – Report
In understanding the gap between firms that create a premium on their valuation and those that
Investors Retreat From Risk, Move Into Cash – Bank Of America FMS
Unsurprisingly, a survey of what fund managers around the world think showed that they are moving
EXCLUSIVE: French Investment House Overweight US, Eyes Opportunities In Japan
Paris-based asset manager Ossiam, which focuses heavily on exchange-traded funds , discusses its