Surveys
April 30, 2024

Family Offices Embrace Alternatives, Fret Over Cyber Threats

The US bank has taken views from 190 family offices around the world to get a sense of their

Legal
April 29, 2024

Agency's Move To Ban New Non-Competes Fuels Business Wrath, Lawsuits

Legal battlelines are already forming over the FTC's move to clamp down on non-compete clauses in

Compliance
April 29, 2024

Compliance Corner: US Regulator Postpones Asset Management Scrutiny Drive

The latest compliance news: regulatory developments, punishments, guidance, permissions, new

People Moves
April 29, 2024

Sunflower Bank Names Chief Investment Officer

The Dallas, Texas-headquartered bank has brought in a figure with over three decades' investment

M and A
April 29, 2024

Why “Headline” M&A Multiples May Be Deceiving

High figures for earnings before interest, taxation, depreciation and amortization (EBITDA) can

People Moves
April 26, 2024

Raymond James Adds Advisors, Reports Record Private Client Assets

As the Florida-headquartered business continued to add advisors, it also reported quarterly

Strategy
April 26, 2024

US Economy Performs Below Expectations – Wealth Managers React

After the US economy performed below expectations in the first quarter of 2024 and grew at a slower

Company Profiles
April 26, 2024

WEALTH TALK: How California-Based Lido Advisors Matches Clients’ Goals, Investments

Financial Results
April 25, 2024

SEI Investments' Net Income Rises

The Pennsylvania-headquartered business works with a variety of organizations, including family

People Moves
April 25, 2024

Who's Moving Where In Wealth Management? – TIFIN, Concurrent

The latest senior moves, appointments and changes to senior roles in wealth management across North