News, Comment & Analysis results for Archive

People Moves
April 16, 2025

InvestCloud Continues Managed Accounts Platform Growth, Names COO

The APL managed accounts platform of the wealthtech firm powers more than $3 trillion of assets

People Moves
April 16, 2025

Citi Wealth Names Head Of Art Advisory

The world of fine art is an important topic for many HNW and ultra-HNW individuals and also a

Compliance
April 16, 2025

Verifying Accredited Investor Status Under Updated Rules – A Fund Administrator's View

Changes to how US Accredited Investors can be certified will encourage, so the author says, more

Alt Investments
April 15, 2025

CAIS Builds Capital Markets Division

CAIS is one of several firms, such as iCapital (US) and Moonfare (Germany) that have opened access

Surveys
April 15, 2025

Advisors Worldwide Optimistic About Private Markets

Adams Street Partners 2025 Advisor Outlook highlights rising demand for access to private markets.

Investment Strategies
April 15, 2025

UBS GWM Upgrades US Equities To Attractive Amidst Tariff Turmoil

After US President Donald Trump imposed sweeping tariffs on goods entering the US, and subsequently

Financial Results
April 14, 2025

First Quarter 2025 Net Income Rises At JP Morgan's Wealth, Asset Arm

The US banking titan announced first-quarter 2025 financial results, as the quarterly reporting

People Moves
April 14, 2025

Summary Of Moves In North American Wealth Management - February 2025

With a big-news story at Hightower – a new CEO and the departure of its predecessor – February

Financial Results
April 14, 2025

Morgan Stanley's Q1 2025 Net Revenues Rise

The inflow of net new assets at Morgan Stanley was about the same as the figure for a year

Surveys
April 14, 2025

Demand For Alternative Investments Increasing – Northern Trust

Northern Trust has just released its “Asset Owners in Focus: Global Asset Owner Peer Study 2025,

Comment & Analysis results for Archive