News, Comment & Analysis results for Archive
Canada's CI Global Asset Management Inks Invesco Funds Deal
Under the terms, the firm will buy Invesco's fund business agreements in Canada. CI's chief
Who's Moving Where In Wealth Management? – Cetera, LPL, iCapital, Others
The latest moves, appointments and personnel moves in North American wealth management.
Family Offices Get Bigger, More Sophisticated – The Implications
Family offices have grown rapidly as a sector inside and outside North America. Success also brings
Deals Of The Day: The Latest In Wealth Management M&A – Bluespring Wealth Partners, Beacon Pointe, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Citigroup Revenues Rise, Profits Slip In Q4 2025
Citigroup has posted posted mixed financial results for the fourth quarter of 2025, as the bank
Federated Hermes Makes Senior Changes
The changes, to take effect when the previous CIO and executive vice president retires on May 1,
Bank Of America Posts Strong Q4 2025 Financial Results
The Bank of America has released its financial results for the fourth quarter of 2025, capping off
Deals Of The Day: The Latest In Wealth Management M&A – RBC Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Regulatory Fines Down In The US In 2025 – Fenergo
Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management
Finding Family Harmony Between The Silence And The Noise
The authors argue that governance and wealth mechanisms are maps, but without relational awareness,
Comment & Analysis results for Archive
Taking A "Floating" Approach As Rates Rise
This news service talks to New Mountain Capital about the benefits of holding floating-rate credit
EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane
Brian Gildea, managing director and head of evergreen portfolios at private equity firm
How "Evergreen" Approach Wins Friends For Private Markets
There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that
Welcome To The Multi-Stage Life
What are the investment and wealth management implications of a longer lifespan and what has been
Unlocking US Wealth Sector Revenue Potential Amid Tight Margins
This story, accompanied by a video interview of WISE, explores the all-important world of fees and
Getting Deep Into Real Estate Credit At Palisades Group
One of the presumed takeaways from the 2008 financial crash was the need for lenders, if they are
US Wealth Sector In Transition – Filling Gaps In Advisory Space
The firm interviewed here by FWR argues that the independent advisor market, especially sub $500
How Storytelling Delivers Actionable Ideas To Family Business Owners
Family-owned firms are the backbone of the North American economy, and important sources of HNW
CAF American Donor Fund Explains Transatlantic Philanthropy Model
A donor-advised fund that gives a dual-qualified solution for UK and US clients has spoken to this
US-Based Deciens Capital Gets Radical About Banking, Finance
The unintended results of government bank regulation may explain a lack of dynamism and indifferent