News, Comment & Analysis results for Founder
Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?
Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW
How Focus Financial’s Future Is Tied To PE Owner’s Endgame
Looking back at a takeover of the US wealth management house, our correspondent examines how Focus
Savant Acquires $1.2 Billion Minnesota-Based RIA
The transaction continues a number of M&A deals from Savant, and across the wider North American
AI Quietly Revolutionizes World’s “Boring” Industries
People – including those in the wealth management sector – need to be less beguiled by the hype
MAI Capital Management Partners With Evoke Advisors
The combination will create a national firm with about $60 billion in assets under management and
Private Markets Platform, Advisor Names US Chief Executive
As well as building portfolios for clients, the Berlin-headquartered business, which operates in
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth
How AI Can Turbocharge US Economic Growth, Investment Opportunities – R360's Garcia
FWR caught up again with Charlie Garcia, the founder and driving force behind membership
The Hot Trends Behind Cresset’s Big OCIO Deal
Our US correspondent takes a look at Cresset's merger with a non-discretionary consultancy, aka
Clear Trail Advisors Launches
Wealth manager Clear Trail Advisors launches with $850 million.