News, Comment & Analysis results for Archive

M and A
January 29, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Avantax, Sweeney Kovar

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

Strategy
January 29, 2025

Navigating Disasters In Single-Family Offices - The Lessons

Examined through the prism of Disaster Theory, the author – a regular contributor to FWR –

People Moves
January 29, 2025

Who's Moving Where In Wealth Management? – Goldman Sachs, KKR, Janney Montgomery Scott

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

Technology
January 28, 2025

Digital Digest: The Latest Tech News – Eton Solutions, India

The latest technology news in the wealth management sector in North America.

People Moves
January 28, 2025

Global Head Of Citi Private Bank To Depart; Other Changes Made

There have been a number of changes across the private banking and wealth side of the US bank. The

Investment Strategies
January 28, 2025

China's New AI App A Wake-Up Call – Wealth Managers' Reactions

After the drama in equity markets yesterday following news of a new, supposedly cheaper AI app from

People Moves
January 27, 2025

Carlyle Pushes Further Into APAC's Wealth Management Arena

The New York-listed firm is one of several such US private market/alternative investment big

Family Office
January 27, 2025

Where Family Offices Now Invest

A new report suggests that family offices are changing how they deploy their money, with a notable

Alt Investments
January 27, 2025

Hedge Fund Capital Climbed New Heights In 2024

The movement in assets happened amid a rise in the broad equity market, and during a period when

M and A
January 24, 2025

Carson Takes Whole Ownership Of Chicago Business

Carson Group has brought in a raft of firms under its umbrella. In the latest move, a firm in the

Comment & Analysis results for Archive