News, Comment & Analysis results for Archive
Northern Trust's Second-Quarter 2025 Net Income Slides, One-Off Factors Weigh
A series of one-off effects in 2024 meant that the year-on-year net income figure for the latest
Expansion-Minded SEI Says Q2 2025 Income, AuM Rises
Hot on the heels of announcing a $527 million investment into a group of firms including registered
Governance, Succession And AI Weigh On Family-Owned Firms' Minds – Study
The impact of AI, challenges of adopting a more professional management approach, and looking at
Deals Of The Day: The Latest In Wealth Management M&A – Bluespring, Halcyon, LifeBridge
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Cyber And Physical Risks: A Guide For Family Office Managers
Here is another of the conversations that featured in this news service's recent forum about
SEI Pushes Further Into RIA Sector With $527 Million "Strategic Investment"
Under the terms of the transaction, SEI will pay about $527 million for the equity in a
US Private Markets Platform Raises $77 Million, Eyes Fresh Expansion
We have previously spoken to Yieldstreet – headquartered in New York – about the changing way
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, RRCM
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
RIA Has Brand Makeover
After an investment house took a non-controlling stake in the RIA last year, the wealth manager is
Masttro And Arch Partner To Raise UHNW, Family Office Game
Wealth tech firm Masttro has joined forces with private markets specialist Arch to enhance the way
Comment & Analysis results for Archive
Behavioral Finance’s Next Step To Going Mainstream
The investment approach shaped by ideas about behavior and how humans actually conduct themselves
The Perfect "Sandbox" – How Avaloq Innovates In The Cloud
We talk to Avaloq and one of the men driving R&D and innovation at the firm. He argues that the
EXCLUSIVE: Europe And North America – Single Family Offices Compared
The extended coverage of single family offices on the database of Highworth Research – an
Investing Amid Stagflation: US Wealth Managers' Perspectives
US wealth managers have a lot to absorb with geopolitical worries, inflation, a shrinking economy
Does The CI Financial IPO Make Sense?
This news service casts an eye over the recent splurge of wealth management acquisitions by
Charting Family Offices' Needs
What should family offices do in-house and what should they outsource? Should certain families
Leadership, Fathers And Matriarchs: An Interview With Amy Hart Clyne
FWR recently sat down with a book author and thought leader to explore women's perspectives on
Wanted: “All Rights Reserved” For NFTs
Non-fungible tokens are all the rage, and they are a talking point in areas such as the art world.
An Overview From EY On Tech Traps Facing The Sector
EY has once again partnered with this publication on our must-read annual report "Technology Traps
INTERVIEW: Banker Becomes Soldier In Ukraine's Frontline
There are plenty of former soldiers, aircrew and naval personnel who have joined the ranks of