News, Comment & Analysis results for Archive

M and A
February 7, 2025

Carnegie Gains $1.3 Billion AuM With Eagle Ridge Acquisition

The two advisory firms partner to expand services and deliver targeted investment solutions.

People Moves
February 7, 2025

Who's Moving Where In Wealth Management? – Synovus

The latest senior moves, appointments and personnel changes in North America's wealth management

Strategy
February 7, 2025

The Intersection Of Sports And Financial Planning

This article looks at the phenomenon of "name, image and likeness" (NIL) in sports and the wealth

People Moves
February 7, 2025

Mercer Advisors Names New Client Development Head

Denver-headquartered Mercer Advisors, a $69 billion national Registered Investment Advisor, and a

Investment Strategies
February 7, 2025

Swiss Bank Favors US Over EU, Emerging Market Equities

Geneva-headquartered global wealth and asset manager Lombard Odier has just published its latest

Surveys
February 7, 2025

US Entrepreneurs Most Optimistic Over Business Prospects – UBS

Swiss private bank UBS has just published its first “Global Entrepreneur Report,” highlighting

Client Affairs
February 6, 2025

Orion Expands Advisor Capabilities

Orion services $4.9 trillion in assets under administration and $97.5 trillion in wealth management

New Products
February 6, 2025

RIA Launches Two Advisor Firms

The partner firms are based in Colorado and upstate New York.

Financial Results
February 6, 2025

Canaccord Genuity WM Reports Positive Financial Results In 2024

Canadian-based Canaccord Genuity Wealth Management announced its financial results this week for

People Moves
February 6, 2025

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

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

Comment & Analysis results for Archive

Wealth Strategies
July 2, 2024

Private Markets Are "Where the Momentum Is": Morningstar Investment Conference

As readers know, private market investing is all the rage – to the point where some organizations

Offshore
July 1, 2024

The Bahamas: A Complete And Compelling Choice – Part 1

The document has been put together by the Caribbean jurisdiction's financial services sector

Trust Estate
July 1, 2024

Keeping Composed Amid Threatened Taxes On Unrealized Capital Gains, Other Moves

When there's an election on the way, and tax is a regular feature of debate, advisors and clients

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

Surveys
June 26, 2024

The Good, The Difficult And The Stable – The View From Headhunters

We talk to wealth management headhunters in North America and other parts of the world about what

Practice Strategies
June 5, 2024

Rise Of AI Puts Data Security In Spotlight For Wealth Sector

We talk to a US-headquartered firm that protects sensitive data by substituting it with a randomly

Strategy
May 28, 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater

Technology
May 14, 2024

EXCLUSIVE: Focus On AI's Role In Wealth Management

Russell Andrews, head of wealth & asset management EMEA, capital markets at Florida-headquartered

Philanthropy
May 10, 2024

Foundation Source's Growth Ambition And Promise Of "Philtech"

We talk to the US organization about "philanthropy technology" – aka philtech – how the sector

Alt Investments
May 9, 2024

Private Credit Matures But Yet To Face Big Recession

We talk to a law firm that engages in the area of private credit funds and other alternative