News, Comment & Analysis results for Founder
What's New In Investments, Funds? – Arch Raises $52 Million In Series B Funding
The latest news in investment offerings, financial products and other services relevant to wealth
Who's Moving Where In Wealth Management? – Allworth Financial, Uniting Wealth Partners, Others
The latest moves, appointments and personnel changes in North American wealth management.
Summary Of Moves In North American Wealth Management – July 2025
A summary of moves and appointments in the North American wealth management sector.
Who's Moving Where In Wealth Management? – Diversify, LinePoint Partners & Co, Others
The latest moves, appointments and other personnel changes in the North American wealth management
Wealth Sector Senior Figures Launch New York-Based RIA
Known as Collaborative Capital Advisors, the firm is pitching its services at UHNW individuals and
Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?
Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW
How Focus Financial’s Future Is Tied To PE Owner’s Endgame
Looking back at a takeover of the US wealth management house, our correspondent examines how Focus
Savant Acquires $1.2 Billion Minnesota-Based RIA
The transaction continues a number of M&A deals from Savant, and across the wider North American
AI Quietly Revolutionizes World’s “Boring” Industries
People – including those in the wealth management sector – need to be less beguiled by the hype
MAI Capital Management Partners With Evoke Advisors
The combination will create a national firm with about $60 billion in assets under management and