News, Comment & Analysis results for Founder
Illuminating Women’s Wealth Management Progress, Building Connections
Awards and networking gatherings run by this publication, held in Zurich and close to International
Who's Moving Where In Wealth Management? – Dynasty Financial Partners
The latest senior moves, appointments and personnel changes in the North American wealth management
Summary Of Moves In North American Wealth Management – January 2025
A roundup of moves, appointments and other personnel changes in the North American wealth
New Family Office Group Launched, No M&A Intentions
Rather strikingly at a time when many wealth management firms, including MFOs, have gone down the
Compliance Corner: BlackCloak, Enhanced Family Office Service
The latest compliance news: regulatory developments, punishments, guidance, permissions and new
Former Envestnet CEO Resurfaces In New Role
One of the more prominent figures in US wealth management, Bill Crager has a new gig.
Who's Moving Where In Wealth Management? – Savvy Wealth, RBC
The latest moves, appointments and personnel moves in North American wealth management.
Creating Aviation Options For Wealthy Clients
We talk to a US-based aviation business about its club and fractional models of aircraft use by HNW
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