News, Comment & Analysis results for Savvy
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
The Missing Discipline: How Narrative Governance Mitigates Succession Risk
A problem for families is that succession can appear to be far in the distance, but those involved
Private Markets, AI And Offbeat Opportunities Highlight Family Office Investment Summit
Wealth management professionals gathered in Manhattan this week for Family Wealth Report's annual
Will Integration Make Wealthspire An Industry Leader?
Our US correspondent examines developments at Wealthspire – now under new ownership – and how
Why Hightower Had To Change Course
After a busy period of acquisitions, Hightower – like some of its peers – is pushing to
Summary Of Moves In North American Wealth Management – July 2025
A summary of moves and appointments in the North American wealth management sector.
Savvy Advisors Adds Minneapolis Team, Adds Advisors Across US
The firm, which recently closed a $72 million funding round and passed an AuM milestone, has added
Investors Inject Capital Into Savvy Wealth To Power Growth
A mix of new and existing investors have put money into the tech-driven wealth management
How To Talk To UHNW Clients About Their Art And Collectibles
Regular commentator in these pages, Matthew Erskine, a lawyer in the US and expert on many of the
Summary Of North American Senior Wealth Management Moves – April 2025
A summary of the moves in the North American wealth sector, covering a number of types of firm,