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News, Comment & Analysis results for Thomson Reuters

M and A
July 21, 2025

SS&C To Acquire Global Funds Network In $1.0 Billion Deal

One of the largest banking and wealth sector technology firms – based in the US – has agreed to

People Moves
May 28, 2025

Who's Moving Where In Wealth Management? – PNC, Confluence, Others

Moves, personnel changes and appointments in the North American wealth management sector.

Legal
March 5, 2025

What UHNW Individuals Should Expect From Attorneys In Next Five Years

The article notes the kind of forces affecting the legal issues confronting UHNW individuals in the

Statistics
January 2, 2025

Waltons Remain Top Of Global Richest Families List

As a new year gets going, data compiled from late 2024 is a reminder of who the richest family

People Moves
December 17, 2024

Summary Of North American Wealth Management Senior Moves – October 2024

A roundup of moves in the industry during October.

People Moves
October 16, 2024

Who's Moving Where In Wealth Management? – UBS, Raymond James, Osaic, Others

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

People Moves
June 21, 2023

SEI Appoints Former Refinitiv Figure As Head Of New Business Ventures

The appointment sheds light on SEI's determination to encourage and incubate new ideas and

Comment & Analysis results for Thomson Reuters

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