News, Comment & Analysis results for Archive
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,
Who’s Moving Where In Wealth Management? – Hightower Advisors, Vontobel, Brighton Jones
The latest moves, appointments and personnel changes in wealth management for North America.
JP Morgan Net Revenue Up In Q4 2025
The firm concluded 2025 with a strong fourth quarter, with each line of business performing well.
UBS Fires Fresh Salvo Against Proposed Capital Rules
Even if legislators soften proposed tougher capital rules, the story highlights how this topic
Deals Of The Day: The Latest In Wealth Management M&A – TMG, Hogan Knotts
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Chinese, US Consumers Crucial To Luxury Goods Sector In 2026 – German Investment Bank
German-headquartered investment bank and boutique asset manager Berenberg has published its 2026
AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative
The wealth management sector continues to build and think about use cases for AI, and ponder how
How Governance, Organization, And Deliberation Create Value In Single Family Offices
The challenge for many family offices in terms of how they operate is that they lack resources.
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.
Comment & Analysis results for Archive
Asset Allocation For Philanthropists Gets Tough
Rising inflation, falling stock markets, pleas for help and donors' own financial constraints mean
Five Big M&A Questions for 2023
Here is the second in a series of analyses of the North American wealth management scene by US
Why Mercer Advisors Is The Leading RIA Acquirer
Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent
What Many People Don’t Know About Power Of Trusts
The author writes that regardless of current uncertainties there remains a suite of planning
When Should An Elderly Person Stop Driving?
The author of this article examines an issue that seems both mundane but also significant – when
MFO Battle: RIAs Vs Global Giants
What can US advisory firms do in order to take market share from international players and win a
Supporting The Rising Generation Of Philanthropists – Thoughts On "Giving Tuesday"
The author of this article sets out approaches that a rising generation of philanthropists can use
The FTX Collapse: The Lessons
The author of this article argues that the failures with FTX are little to do with regulation or
Philanthropy For Testing Times – How Donor-Advised Funds Are Working
Here are more thoughts from those in the philanthropy space about how markets and requests for aid
Tough Markets, Increased Pleas For Help – Challenges For Philanthropy
Philanthropists have a lot to contend with this year: a period of falling market values that hit