News, Comment & Analysis results for Legal
Nuveen Buys UK-Listed Wealth Manager In Transatlantic Deal
In another example of a large North American financial institution buying European firms, Nuveen
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, LongView, Summit
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Dynasty Concludes Another Minority Capital Raise
The Florida-headquartered wealth management group said the capital will be used to pay for growth
Is The $2.3 Billion College Athlete Market Worth Pursuing?
Our US correspondent delves into the world of US college sports and how it intersects with wealth
Critical Planning Questions For UHNW Owners Of Family Firm, Fine Art, And Collectibles
The following article looks at the implications of last year’s One Big Beautiful Bill Act and
Summary Of North American Wealth Management Senior Moves – December 2025
December witnessed a number of high-profile moves and appointments, with the most significantly
Who's Moving Where In Wealth Management? – TritonPoint, Neal Gerber Eisenberg, Others
The latest moves, appointments and personnel changes in North American wealth management.
Deals Of The Day: The Latest In Wealth Management M&A – Janus Henderson, Richard Bernstein Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
California “Billionaire Tax” Proposal Raises Residency, Liquidity And Legal Concerns For Wealth Managers
Our US correspondent takes a look at a proposed wealth tax in California, the likely impact it will
Deals Of The Day: The Latest In Wealth Management M&A – Raymond James, Clark Capital
The latest mergers, acquisitions and other corporate actions in the wealth management sector.