News, Comment & Analysis results for Archive

People Moves
October 8, 2024

Vistra Ramps Up North America Funds Operations

The firm has added a group of senior managers to bulk up its operations for US funds.

M and A
October 8, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Prospera, MAI Capital Management

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Family Office
October 8, 2024

US Family Office Aircraft Users Overwhelmingly Want Better, Newer Planes – Airbus Corporate Jets

Airbus Corporate Jets, part of the France-headquartered aviation group, issues the second of its

People Moves
October 7, 2024

Who's Moving Where In Wealth Management? – Perigon

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

Strategy
October 7, 2024

ANALYSIS: Envestnet’s Future Under Bain Capital

Our US correspondent gets deep into the details of changes taking place at the firm that has been

Strategy
October 7, 2024

Bracing For Election Uncertainty: The Tax And Regulatory Angles

Ahead of the US elections and an FWR summit in New York on November 13, we carry this item from

Fund Management
October 7, 2024

What's New In Investments, Funds? – Summit Partners

The latest news in investment offerings, financial products and other services relative to wealth

Technology
October 4, 2024

InvestCloud Gets A Brand Makeover

The California-headquartered firm says its brand makeover signals a new era of innovation,

People Moves
October 4, 2024

Who's Moving Where In Wealth Management? – Brown Brothers Harriman, Raymond James

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

Family Office
October 4, 2024

New White Paper Lifts The Lid On Family Offices' Insider Security Threats

Threats to family offices from those who work within it, and other persons, need to be fully

Comment & Analysis results for Archive