Technology
June 7, 2023

Mercer Expands Investor Group

Mercer Advisors expands strategic investor group with equity investment from Altas Partners.

M and A
June 7, 2023

Hightower Adds Another RIA To Its Collection

The developments are an example of the M&A and consolidation activity that has become a marked

Strategy
June 7, 2023

Passion For Sports Helps Drive US Wealth Firm

This news service has come across cases of wealth businesses catering to sports, media and

Real Estate
June 7, 2023

Market Stability Vs Interest Rates: Examining Today’s CRE Investment Environment

Historic data shows commercial real estate (CRE) is still a viable investment asset class, but in

People Moves
June 7, 2023

Chicago-Headquartered Calamos Adds Senior Figures, Grows Wealth Arm

The firm said expansion of wealth management is part of its strategic growth strategy. Besides its

M and A
June 6, 2023

Mercer Buys Wisconsin Wealth Manager, Continues M&A Drive

Mercer has been one of the most prominent acquirers of wealth management firms in the North

People Moves
June 6, 2023

Summary Of North American Wealth Management Executive Moves – April 2023

The latest roundup of moves for the North American wealth management industry.

Awards
June 6, 2023

Dentons Reflects On "Extraordinary Year" For Family Offices

People Moves
June 6, 2023

Cresset Names Ex-Pitcairn Figure For Family Offices Role

The newly-appointed figure brings 30 years of experience to the role.

People Moves
June 6, 2023

Who’s Moving Where In Wealth Management – CIBC Private Wealth, Raymond James

The latest moves in the North American wealth management sector.