News, Comment & Analysis results for Archive

Technology
March 10, 2025

T3 Fintech Conference: Software Superstars, Upstarts Vie For Market Share

As our correspondent notes when looking at T3's report, although artificial intelligence was

Alt Investments
March 10, 2025

Hedge Fund Returns Slip In Volatile February – HFR

Some strategies – like fixed income – gained ground, while those such as macro and equity hedge

Technology
March 10, 2025

Conquest Planning, Canada's CI Wealth Ink Partnership

The AI-powered platform will be available to advisors at CI Assante Wealth Management, CI Private

M and A
March 7, 2025

Virginia-Headquartered RIA Taps Dynasty Financial Partners' Capabilities

Before this arrangement, the RIA team had been at Goldman Sachs.

UHNW Institute
March 7, 2025

UHNW Institute Discusses What Sustainability Is, How To Reach It

Sustainability was the name of the game at a recent "collegium" event held by the organization.

People Moves
March 7, 2025

Who’s Moving Where In Wealth Management? – Mesirow, Wooster Square Advisors, Avantax

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

M and A
March 7, 2025

AITi Tiedemann Makes Its First European Acquisition

The wealth manager and multi-family office has bought its first European business, a German MFO

Surveys
March 6, 2025

Women Still Lag Men In Wealth Accumulation – UBS

The bank said women's role in finances is likely to increase with women reporting greater concern

People Moves
March 6, 2025

Former Envestnet CEO Resurfaces In New Role

One of the more prominent figures in US wealth management, Bill Crager has a new gig.

M and A
March 6, 2025

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, The Holben Group

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

Comment & Analysis results for Archive