News, Comment & Analysis results for Archive

People Moves
May 11, 2023

Who’s Moving Where In Wealth Management? – The Family Office At Synovus, B Capital

The latest senior moves in the North American wealth management sector.

M and A
May 11, 2023

Savant Wealth Management Demonstrates M&A Ambitions

Savant said the purchase is part of an intentional strategy to follow an accelerated pace of

Surveys
May 10, 2023

Emerging Managers Plan To Invest In Headcount, FinTech In 2023 – Survey

US-based alternative investments fintech Dynamo Software has just released the results of a new

New Products
May 10, 2023

What's New In Investments, Funds? – Interactive Brokers

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

M and A
May 10, 2023

Hightower Takes Stake In Northwestern Firm

The deal is an example of the inorganic growth strategy that applies to part of Hightower's

People Moves
May 10, 2023

Who’s Moving Where In Wealth Management – Neuberger Berman

The latest senior moves in the North American wealth management sector.

Strategy
May 9, 2023

UBS Unveils New Leadership Team, Operating Structure

As UBS presses on with its acquisition and integration of Credit Suisse, it has set out a new

Alt Investments
May 9, 2023

Macro Hedge Funds Ride Financial Turmoil, Post Gains

Macro funds, which are actively managed and try to profit from broad market swings caused by

People Moves
May 9, 2023

Certuity Names Chief Revenue Officer, Partner

The firm has offices in New York City, North Palm Beach, Manhattan Beach and Santa Monica.

People Moves
May 9, 2023

Hightower Firm Names Chief Wealth Officer

Fairport Wealth, which became a Hightower business in 2017, has made a number of its own M&A deals,

Comment & Analysis results for Archive