News, Comment & Analysis results for Founder
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, LongView, Summit
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Summary Of North American Wealth Management Senior Moves – December 2025
December witnessed a number of high-profile moves and appointments, with the most significantly
Global Politics, Talent Woes, Legacy Anxiety And Private Equity Top 2026 Family Office Concerns
A new survey of the world’s family offices sector examines what these organizations are most
Who's Moving Where In Wealth Management? – TritonPoint, Neal Gerber Eisenberg, Others
The latest moves, appointments and personnel changes in North American wealth management.
Deals Of The Day: The Latest In Wealth Management M&A – NorthRock Partners, Martin & Associates, Elevation Point, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
ANALYSIS: Family Offices in Motion – A Transatlantic View
Taking views from the US, London and other jurisdictions, we consider how and why family offices
Fixing The Skills Gap And Earning Returns – In Conversation With JFFVentures
We talked to the managing partner of an impact venture fund that takes aim at the challenge of
How Asset Management Modernizes Philanthropy
This article examines how charitable causes can be combined with businesses – a model now being
California “Billionaire Tax” Proposal Raises Residency, Liquidity And Legal Concerns For Wealth Managers
Our US correspondent takes a look at a proposed wealth tax in California, the likely impact it will
Finding Family Harmony Between The Silence And The Noise
The authors argue that governance and wealth mechanisms are maps, but without relational awareness,