News, Comment & Analysis results for Founder
New AI-Powered "Ask Anything" Tool Rolled Out For Advisors
The launch of this interface demonstrates how use cases for AI are spreading.
Advisors Welcome Trump's "Gold Card" Idea
The idea is a swerve on the concept of citizenship/residency-by-investment programs that operate
Wealth Managers Lag Behind Clients' Communications Needs – Survey
A survey conducted around the world suggests that there's a gap between what clients hope to
Who's Moving Where In Wealth Management? – NewEdge Wealth
The latest news in investment offerings, financial products and other services relative to wealth
Robertson Stephens Launches Family Office Arm
The firm, which has grown organically and through acquisitions in recent years, said it has always
The Evolution Of Private Equity In The Digital Era
There's significant "dry powder" in the form of capital raised for private equity after what has
US-Based Arta Finance Targets Financial Professionals' Own Money Challenges
Wealth advisors, bankers and other professionals in the financial sector devote time to helping
Deals Of The Day: The Latest In Wealth Management M&A – Prime Quadrant, Focus Financial – Report
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Raising Advisors' Marketing Game – In Conversation With Ficomm Partners
This news service interviews a consultancy CEO about the need for advisors to become more
High Drama At Hightower: New CEO, Many Questions
The CEO of Chicago-headquartered Hightower Advisors, Bob Oros, is leaving the firm and is being