News, Comment & Analysis results for MAI
2025 Was Another M&A Record For Wealth Sector – ECHELON Partners
With deal-flow continuing to break records, M&A data also shows that activity is not confined to
Nuveen Buys UK-Listed Wealth Manager In Transatlantic Deal
In another example of a large North American financial institution buying European firms, Nuveen
European Private Bank Expands Sports Finance; Eyes US Leagues
For the wealth management industry in general, the business of sports teams, as well as the
Challenges Remain For Private Equity, But Sector Springs Back To Life
Private equity has bounced back and as a sector is maturing. There are challenges over the amount
The Great Rotation: Navigating The Friction Of Expanding Private Markets
There's a "collision" of expanding private markets, and "democratization" of access for retail
Digital Digest: The Latest Tech News – Franklin Templeton, Binance, Kestra, Others
The latest technology news in the wealth management sector from around the world.
What's New In Investments, Funds? – Nasdaq Leans Into Private Markets
The latest news in investment offerings, financial products and other services relevant to wealth
Let's Take A Close Look At Puerto Rico's Tax Code And Its Requirements
This article examines the evolving tax regime of Puerto Rico.
Philanthropy With Intent: Lessons From The Buffett Family Trust
A major development concerning the philanthropic goals of legendary investor Warren Buffett prompts
Japanese Equities Jump After Snap Election – Wealth Managers' Verdict
After Japan’s Prime Minster Sanae Takaichi won a landslide victory in a snap election over the