News, Comment & Analysis results for R360

People Moves
June 6, 2024

Advisor360° Ramps Up Strategy, Corporate Development Focus

The holder of the new role had been MD, head of wealth and wealthtech investment banking at Bank of

People Moves
April 24, 2024

Advisor360° Names New Chief Executive

The Massachusetts-headquartered firm will have a new CEO from the start of May. A total of more

Technology
January 29, 2024

Software Winners: What New T3 Tech Survey Reveals

Our US correspondent, attending a major industry conference in Nevada, looks into the contents of

Surveys
November 30, 2023

NextGen Wealth Advisors Are Chilled About AI

A wealthtech firm has surveyed younger advisors and finds that while they are not complacent, they

People Moves
February 22, 2023

R360 Names Former TIGER 21 Chief Executive As Managing Partner

The US-based organization is an example of the kind of networks of ultra-HNW individuals that have

M and A
January 25, 2023

Schwab, Family Wealth Alliance Say Marriage Was Logical Step

After yesterday's report that Charles Schwab has agreed to buy Chicago-based Family Wealth

M and A
January 24, 2023

Charles Schwab Acquires Family Wealth Alliance

The acquisition is an interesting move at a time when the family offices market, and those

Family Office
September 13, 2022

After Bumpy Ride, FOX Faces Turning Point

This news service talks to Family Office Exchange, and also reflects on the network of such groups

Family Office
February 3, 2022

Exclusive: Family Wealth Alliance Shuffling Leadership Roles

The business-to-business organization, which was founded almost two decades ago, operates in a

People Moves
January 31, 2022

Summary Of Senior Moves In North American Wealth Management – January 2022

A round-up of moves in the North American wealth management space.

Comment & Analysis results for R360