News, Comment & Analysis results for Archive
JP Morgan Profits Rise In Q1 2026
New York-headquartered JP Morgan Chase posts positive financial results in the first quarter of
LPL Acquires $31 Billion Mariner Advisor Network
The move is one of the most substantial M&A agreements announced so far this year.
Wealth Net Income Surges At Citigroup In Q1 2026
Higher revenues and a lower provision for credit losses contributed to a jump in year-on-year net
Wealth, Investment Net Income Rises At Wells Fargo Vs Year Ago In Q1 2026
The California-headquartered bank became the latest major US bank to unveil its first-quarter 2026
Deals Of The Day: The Latest In Wealth Management M&A – OnePoint, Armstrong & Sinoff, Allspring, GIA
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Bigger Is Not Always Better – Reflections On Private Credit’s Recent Stresses
Redemption problems at a number of private credit funds have shone a bright, harsh light on the
Who's Moving Where In Wealth Management? – Great Valley Advisor Group, CIBC
The latest moves, appointments and personnel changes in North American wealth management.
Wealth, Asset Management Revenues Rise At Goldman Sachs
While most of the main indictors were positive in terms of growth, the figures appeared to not
AI Not Experimental Any More – Deloitte Family Firms Study
The study highlights the extent to which AI – a term embracing a range of tools and technologies
Oppenheimer & Co Makes Senior Leadership Changes
The senior promotions and appointments concern its private client and San Francisco operations.
Comment & Analysis results for Archive
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a
Biggest Fans Of Alternatives? Family Offices, UHNW Clients
Whatever questions arise about the increased noise around private markets – aka "alternatives"
Alternatives Face Mounting Scrutiny, Skepticism
In the first of two articles looking at the growing use by HNW, affluent and even retail investors
The Beautiful Game: How Citi Wealth Works With Sports Team Owners
With multi-millionaires and billionaires spending huge amounts on sports teams in the US and
A Finger On The Pulse: Squire Patton Boggs' Family Office Practice
We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector
How UHNW Institute Is Standardizing, Structuring, And Elevating The Profession
The UHNW Institute – the think tank reshaping how wealth management for UHNW clients is addressed
Spike In Expat Interest Spurs Cross-Border Planning Activity
Political changes and other forces are encouraging more HNW US citizens to consider moving abroad,
A Powerful Investment Most Investors Overlook: Paying Less Tax
Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom
Rethinking Risk, Return: A Smarter Approach To Asset Allocation For Long-Term Success
Among the points made here is that investors sometimes don't realize that managers get paid bonuses
Protecting Wealth, Achieving Positive Change – In Conversation With R360
This publication recently spoke to the founder and driving force behind membership organization