News, Comment & Analysis results for Archive

Fund Management
January 13, 2025

Hedge Funds Ended 2024 On Positive Note

The organization said performance data showed an improvement in December for hedge funds, although

Strategy
January 13, 2025

The Surprising Reason Why Top Advisors Are Leaving Big Firms

There appears to be an unstoppable trend of advisors and teams adopting more independent options.

Investment Strategies
January 10, 2025

Ninety One, Candriam Smile On US, Emerging Market Equities, Gold In 2025

Ninety One, an Anglo-South African asset manager, and Luxembourg-headquartered multi-asset manager

M and A
January 10, 2025

Kestra Onboards Virginia-Based Wealth Manager

Kestra, headquartered in Austin, Texas, which calls itself a hybrid RIA, has added a number of

Strategy
January 10, 2025

Marketing Is No Longer Optional: A Guide for Financial Advisors in 2025

This article gets into what moves wealth managers that want to improve their business can do in

People Moves
January 10, 2025

Who's Moving Where In Wealth Management? – PEWIN, Azarias Capital, Others

The latest wealth management moves, appointments and personnel changes in North America.

Investment Strategies
January 10, 2025

UK Banking Group Favors US, Chinese, Indian Equities, Gold In 2025

Details of Standard Chartered’s chief investment office Outlook 2025 report show how investors

Investment Strategies
January 9, 2025

European Investment House Enhances Positive Stance On US Equities In 2025

The Amundi Investment Institute, part of European asset manager Amundi, has just released its

M and A
January 9, 2025

Deals Of The Day: The Latest In Wealth Management M&A – MetLife, Mesirow

The latest mergers and acquisitions in the North American wealth management industry.

Practice Strategies
January 9, 2025

Putting Expertise Under One Roof For UHNW Families – In Conversation With Ascent

As a new year gets under way, UHNW families with complex financial and non-financial issues require

Comment & Analysis results for Archive