News, Comment & Analysis results for Founder

Technology
December 19, 2024

Mariner Partners Uses AI-Driven Platform To Turbocharge Growth

The partnership is an example of how wealth managers are trying to use AI to help build business

M and A
December 18, 2024

Savant Wealth Management Targets New York

The firm has been making a number of acquisitions recently, with the latest move marking Savant’s

Technology
December 11, 2024

Top Artificial Intelligence Concerns For Family Offices

The author of this article, in addressing how family offices should think about AI, says "stay

Alt Investments
December 10, 2024

New York RIA Explains Venture Fund Approach

The founder and CEO of a wealth management firm that recently launched a venture capital fund

M and A
December 10, 2024

Deals Of The Day: The Latest In Wealth Management M&A? – Copia, Kinship, Wellington-Altus, MAI

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

Strategy
December 10, 2024

Top Artificial Intelligence Concerns For Family Offices

The author of this article, an expert in the world of security, talks about AI and the risks

Strategy
December 9, 2024

Family Wealth Alliance Pricing Study: Raise Fees Or Risk Losses

The wealth management sector dreads having to raise fees, and many family offices haven't hiked

People Moves
December 9, 2024

Serenus Wealth Advisors Names New York Partner

The California-based firm has launched a new office in New York.

Alt Investments
December 6, 2024

What's New In Investments, Funds? – Dynasty Financial Partners, Nasdaq Private Market

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

People Moves
December 5, 2024

F2 Strategy Names New CEO

Co-founder and previous CEO Doug Fritz becomes executive chairman, enabling him to concentrate on

Comment & Analysis results for Founder