News, Comment & Analysis results for Archive

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

People Moves
January 24, 2025

Who's Moving Where In Wealth Management? – PNC, B Capital

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

M and A
January 24, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Emigrant Partners, Novare

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

Investment Strategies
January 24, 2025

US Remains Cornerstone Holding, But Look Abroad More, Say Fund Managers

Although many wealth managers have indicated a preference for US equities in 2025, after US

Practice Strategies
January 24, 2025

Broadening Technology Budgets

As competition intensifies and the industry continues its digital transformation, wealth technology

New Office
January 23, 2025

Minneapolis Wealth Advisor Opens New HQ, Adds Senior Staff

The firm has moved to a new HQ to keep pace, it says, with rapid growth and a near-quadrupling of

Compliance
January 23, 2025

A New Cybersecurity, Resilience Regime With Global Impact – DORA

New European Union legislation took effect this month that is designed to make financial

Tax
January 23, 2025

OPINION OF THE WEEK: Trump Squashes Global Tax Harmonization

In his flurry of edicts, President Donald Trump has pulled the US out of a global minimum corporate

M and A
January 22, 2025

Corient's M&A Hunger Underscored By Geller MFO Deal

The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has

M and A
January 22, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Cerity Partners, Prio Wealth

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

Comment & Analysis results for Archive

Company Profiles
September 22, 2023

Putting Physical, Digital Security Under One Roof As Threats Swirl

The world is an uncertain place and whether physical security is an issue, or the cyber kind, HNW

Strategy
September 18, 2023

The Wealth Spiral – How To Stop It

A newly-enriched person can face an upward "spiral" of wealth – and the responsibilities that

Real Estate
September 15, 2023

Big Trend On Campus – The Rise And Resilience Of Student Housing 

The writer here gives an upbeat view on the case for investing in student housing.

UHNW Institute
September 5, 2023

In Conversation With Authors Of "Wealth 3.0: The Future Of Family Wealth Advising"

There is a new way of thinking about wealth, its responsibilities and challenges that advisors must

Company Profiles
September 1, 2023

"Social Fitness" Of Wealthy Families – Why It Matters

A measure of how well people assess, build and make the most of relationships with others, such as

Legal
August 30, 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire

Financial Results
August 29, 2023

Goldman’s RIA Sale: Can Mallouk Succeed Where Solomon Failed?

Goldman Sachs said yesterday that it is selling its Goldman Sachs Financial Planning business to

Wealth Strategies
August 23, 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to New Mountain Capital about the benefits of holding floating-rate credit

Alt Investments
August 17, 2023

EXCLUSIVE: Focus On Private Equity, Evergreen Portfolios – Hamilton Lane

Brian Gildea, managing director and head of evergreen portfolios at private equity firm

Alt Investments
August 4, 2023

How "Evergreen" Approach Wins Friends For Private Markets

There appears to be something of a trend towards "perpetual" or "evergreen" fund structures that