News, Comment & Analysis results for Founder
Equity Concentration Specialist Raises Growth Capital
A West Coast-based business that launched just over a year ago to address the problem of highly
Successful Niche Investing – A Conversation With Jeff Collins
In this detailed and fascinating conversation with an experienced specialist investor, a regular
Summary Of North American Wealth Management Senior Moves – June 2025
A roundup of moves, appointments and personnel changes in North America's wealth sector during
Deals Of The Day: The Latest In Wealth Management M&A – Dynasty, Abacus, Steward
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Atlanta-Based Family Office Appoints CEO – Media
The Arthur M Blank Family Office – set up to run the private wealth of Home Depot's founder –
Summary Of M&A Deals In North American Wealth Management
A round-up of the main transactions involving North American wealth management during April, May
College Admission Questions That Keep HNW Families Awake At Night
The choice of school is a "pivotal" inflection point in people's lives, with a number of
Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, Savant Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Digital Digest: The Latest Tech News – RISR, Modern Wealth Management, FINNY, Broadridge
The latest technology news in the wealth management sector from around the world.
Baron Capital Makes Senior Hires
New York-headquartered Baron Capital, a growth equity investment firm, names new chief technology