News, Comment & Analysis results for Founder

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

ESG
May 8, 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there

People Moves
May 3, 2024

Who's Moving Where In Wealth Management? – Russell Investments, Private Advisor Group, Others

The latest moves and appointments in the North America wealth management industry.

M and A
May 1, 2024

Avantax Acquires $760 Million Wealth Manager

The business making the acquisition boasted a total of more than $92 billion in client assets as at

People Moves
April 26, 2024

Raymond James Adds Advisors, Reports Record Private Client Assets

As the Florida-headquartered business continued to add advisors, it also reported quarterly

People Moves
April 22, 2024

Summary Of North America Wealth Management Moves – February 2024

A round-up of moves, appointments and changes at the North America wealth sector during February.

Offshore
April 19, 2024

HNW Americans Smile On "Golden Visas" – And What's Next

A marker for globalization and the degree of unfettered movement that people enjoy, the market for

People Moves
April 17, 2024

Who's Moving Where In Wealth Management? – Foundation Source, Raymond James, TIFIN

The latest moves, appointments and personnel changes in North America's wealth, private client and

Family Office
April 16, 2024

Deal With Inflections Before They Become Afflictions

An advisor to family offices sets out a range of considerations that these organizations should

Practice Strategies
April 16, 2024

Communication, Emotions And Mediation: Grasping Family Dynamics

We talk to a "family office doctor" who takes a different approach to talking to wealthy families

Comment & Analysis results for Founder