News, Comment & Analysis results for Founder

Art
June 13, 2025

Art Lending Market’s Potential Is Large; Requires Expert Guidance 

The fine art market has its challenges, and owners who want liquidity and the ability to change

M and A
June 11, 2025

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

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

Asset Management
June 10, 2025

What's New In Investments, Funds? – HarbourView, KKR

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

Emerging Markets
June 9, 2025

US Wealth Advisor, India-Based Family Office Enter Cross-Border Pact

The agreement enables both firms to tap into the capabilities and investment opportunities of the

People Moves
June 9, 2025

Who's Moving Where In Wealth Management? – Raymond James, LPL Financial

The latest moves, appointments and personnel changes in the North American wealth management

Strategy
June 6, 2025

Getting Wealth Right – So It Doesn’t Go Wrong For NextGens

The authors get into the details of how wealthy people don't become ruled by their money and lose a

M and A
June 4, 2025

Mercer Taps Into Oklahoma's Promise

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor with $71 billion in

People Moves
June 4, 2025

Elevation Point Names New Board Members

Emigrant announces some comings and goings from its board. The US firm recently announced a

Tax
June 3, 2025

The Thiel Strategy For Estate Planning, UHNW Liquidity

The author of this article looks at a particular strategy for tax-free wealth accumulation and

Emerging Markets
June 2, 2025

Africa: A New Landscape For Family Office Investing

This article sets out the main reasons why family office investors need to take Africa seriously.

Comment & Analysis results for Founder