News, Comment & Analysis results for MAI

Investment Strategies
June 5, 2026

Pictet AM Favors Gold; Diversifying Out Of US Equities

Luca Paolini, chief strategist at Pictet Asset Management shared his insights on the macro-economic

People Moves
June 5, 2026

Who’s Moving Where In Wealth Management? – RBC Wealth Management – US, Janney Montgomery Scott, Others

The latest executive moves, appointments and personnel changes in North American wealth

Surveys
June 4, 2026

Rise In High Net Worth Individuals' Global Wealth In 2025; US Adds Most Millionaires – Capgemini

The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, published this

M and A
June 4, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Arax Advisory Partners, Millares AM, Crestbridge Fiduciary

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Alt Investments
June 3, 2026

Oros and Crager: Q&A With RIA Legends Turned Private Market Advocates

Our US Correspondent Charles Paikert sat down this week with Bill Crager (pictured) and Bob Oros to

Alt Investments
June 2, 2026

The Future of Private Credit is Already Here

JanetLee Santiago moderated a panel entitled “The Future of Private Credit is Already Here” at

Investment Strategies
June 2, 2026

French Wealth Manager Upbeat On US, Emerging Market Equities, Driven By Tech

Together with other wealth managers, Paris-headquartered Indosuez Wealth Management outlines its

People Moves
June 1, 2026

Who’s Moving Where In Wealth Management? – UBS Wealth Management USA, SEI

The latest executive moves, appointments and personnel changes in North American wealth

M and A
June 1, 2026

MAI Capital Management Expands Texas Presence

The deal marks MAI’s 21st acquisition since January 2024 and expands the firm’s presence in

People Moves
May 29, 2026

Who’s Moving Where In Wealth Management? – SEI

The latest senior moves, appointments and personnel changes in North American wealth

Comment & Analysis results for MAI

Investment Strategies
May 3, 2022

Behavioral Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behavior and how humans actually conduct themselves