News, Comment & Analysis results for Founder

M and A
July 16, 2024

Mid-year RIA M&A Market Report: Winners, Losers And Trends

After the half-way point of 2024, our US correspondent looks at the M&A arena to see who has

Financial Results
July 16, 2024

OPINION OF THE WEEK: Dynasty's $100 Billion AuM Milestone Reflects Rising Wealth Tide

A business now headquartered in Florida that taps a desire for advisors to build new RIAs, or

Practice Strategies
July 15, 2024

Whether In-House Or Outsourced, Family Office Cyber Defense Must Evolve

The author of this article argues that family offices that ignore cybersecurity are targets for

People Moves
July 8, 2024

Summary Of North American Wealth Management Moves – April 2024

A summary of moves, appointments and personnel changes in the North American wealth management

Real Estate
July 2, 2024

Multi-Family Real Estate Shines For US-Based Hamilton Point Investments

We talk to an investment firm and manager based in the US northeast about the commercial property

Strategy
June 28, 2024

The Client Experience Is The New Holy Grail

Attending a Morningstar conference in Chicago, our US correspondent hears comments about how wealth

New Products
June 27, 2024

Senior Wealth Sector Figures Create Elevation Point, Acquire OCIO

The newly-launched business – capitalized with family office funding – operates as a partner

M and A
June 25, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Three Sixty

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

People Moves
June 25, 2024

US RIA Appoints Former WisdomTree, Dynasty Figure As Investment Chief

The new CIO has worked in a number of roles in the wealth and investment sectors for more than a

New Products
June 24, 2024

Wealth.com Unveils "Family Office Suite," Adds To Legal Team

Founded three years ago, the US business works with RIAs and other types of wealth management

Comment & Analysis results for Founder