News, Comment & Analysis results for Archive

New Office
April 9, 2025

US-Headquartered SS&C Expands Middle East Footprint

Based in Windsor, Connecticut, SS&C sells software and software as a service to the financial

M and A
April 9, 2025

Modern Wealth Management Targets California

Modern Wealth Management, a Monterey, California-headquartered registered investment advisory (RIA)

Strategy
April 9, 2025

How Wealth Business Can Successfully Grow - The "Rainmaker" Formula

At a time of continued M&A activity in the North American wealth sector, we continue to talk to

M and A
April 8, 2025

Deals Of The Day: The Latest In Wealth Management M&A – NewEdge, KFBM&A

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Art
April 8, 2025

A Tale Of Two Art Markets In 2024 – UBS, Art Basel

The ninth edition of The Art Basel and UBS Global Art Market Report 2025 by Arts Economics has just

People Moves
April 8, 2025

Who's Moving Where In Wealth Management? – Crescent Grove Advisors, PNC, Others

The latest moves, appointments and personnel changes in the North American wealth management

New Products
April 8, 2025

What’s New In Investments, Funds? – Vistra, First Eagle

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

WM Market Reports
April 8, 2025

Legacy Tech Is Potential Wealth Sector Vulnerability – Study

Broadridge, a New York-listed firm, makes the case for "data harmonization" in its new report on

Strategy
April 8, 2025

Miami Wealth Managers: How We Work With Latin Clients

In the second part of this feature, our US correspondent speaks to organizations such as WE Family

Awards
April 7, 2025

EXCLUSIVE: Finalists Of Twelfth Annual Family Wealth Report Awards 2025

Ahead of the public announcement of who has won these awards, we publish a list of the finalists.

Comment & Analysis results for Archive