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News, Comment & Analysis results for SmartWealth

M and A
September 6, 2022

UBS, Wealthfront Terminate Merger Deal

UBS declined to comment further on the reasons for the merger talks coming to an end.

WM Market Reports
March 8, 2022

US Wealth Managers Nervously Eye Robo-Advisors – Study

UBS's purchase of US digital wealth manager Wealthfront – one of the largest such deals in recent

M and A
January 27, 2022

UBS Steps Up Digital Game With Wealthfront Acquisition

The battle to win business from Millennials and Gen Z clients, less beholden to traditional models

Comment & Analysis results for SmartWealth

Award Winners

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August Is Golden For Hedge Funds – Industry Data

Launched From The Beach: Envestnet Unveils $1 Billion Investment

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Despite Geopolitical Concerns, Largest Family Offices Are Still “Risk-On” Investors: Goldman Sachs

Raymond James Leans Further Into AI Story

Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?

How Focus Financial’s Future Is Tied To PE Owner’s Endgame

Corient Keeps Up M&A Momentum, Acquires $3.5 Billion MFO

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