News, Comment & Analysis results for Archive

People Moves
January 22, 2025

There's A New CEO At Envestnet

There has been speculation on who will be the permanent CEO at the firm since the Bain Capital

Financial Results
January 22, 2025

Wealth Results Generally Shine At BNY

Continuing our coverage of the fourth-quarter 2024 results season in wealth management and banking,

Financial Results
January 21, 2025

Net Revenues Rise At Morgan Stanley's Wealth Arm

The Wall Street-listed firm reported a broadly stronger set of financial figures in wealth

Investment Strategies
January 21, 2025

Art And Technology: Redefining Authenticity In A Digital Age

Here is another segment from the family office investment summit held and organized by this news

WM Market Reports
January 21, 2025

Envestnet Lays Out Top AI-Driven Insights For Advisors

The US-based organization spells out what it sees as top priorities for different parts of the

Investment Strategies
January 21, 2025

Natixis IM Smiles On US Equities, Alternatives, Gold In 2025

Julien Dauchez, head of portfolio consulting and advisory, and Cecile Mariani, head of global

People Moves
January 20, 2025

Summary Of Executive Moves In North American Wealth Management – December 2024

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

People Moves
January 20, 2025

Rockefeller Global Family Office Expands In NY, Texas

Rockefeller's wealth management arm continues to add teams across the country.

M and A
January 20, 2025

Alternative Investments Platform Acquires Onboarding Solutions Firm

Giving its rationale for the deal, iCapital says there's a pressing need to make onboarding less

Strategy
January 20, 2025

Five Trends In Luxury Lifestyle And Travel Management For Family Offices

This article looks at a business specializing in luxury travel and lifestyle – Maison Benjamin

Comment & Analysis results for Archive