M and A
December 18, 2024

Savant Wealth Management Targets New York

The firm has been making a number of acquisitions recently, with the latest move marking Savant’s

Wealth Strategies
December 18, 2024

A Comprehensive Guide To Concentrated Stock Positions

Diversifying a portfolio sounds reasonable and wise, but it turns out that making the move comes

Investment Strategies
December 18, 2024

Keeping Balanced After Big US Equity Gains

This news service caught up with the outsourced CIO business about how it has sought to control

White Papers
December 18, 2024

Family Office Fintech Summit – The Report 

As part of the value given to those involved in the summit and who want to find out more, we carry

Investment Strategies
December 18, 2024

Standard Chartered, abrdn Positive On US Equities In 2025

UK-headquartered banking group Standard Chartered and Edinburgh-based investment manager abrdn have

Investment Strategies
December 17, 2024

AI Uncertainty Threatens US Equities In 2025; Tariffs May Unsettle Emerging Markets – Nutmeg

JP Morgan-owned digital wealth manager Nutmeg has just released its 2025 global investment outlook

Technology
December 17, 2024

WEALTH TALK: Digital Change And The Competitive Edge – The View From Wealth Dynamix

People Moves
December 17, 2024

Summary Of North American Wealth Management Senior Moves – October 2024

A roundup of moves in the industry during October.

Technology
December 17, 2024

Focusing On Durable AI Use Cases For Wealth Management

We speak to an innovation platform for the wealth sector about what AI use cases make most sense

People Moves
December 16, 2024

Steward Partners Expands Reach

The firm has formed a new branch, pulling together a business in Oregon and southern California.