News, Comment & Analysis results for Founder
MAI Capital Management Partners With Evoke Advisors
The combination will create a national firm with about $60 billion in assets under management and
Private Markets Platform, Advisor Names US Chief Executive
As well as building portfolios for clients, the Berlin-headquartered business, which operates in
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth
How AI Can Turbocharge US Economic Growth, Investment Opportunities – R360's Garcia
FWR caught up again with Charlie Garcia, the founder and driving force behind membership
The Hot Trends Behind Cresset’s Big OCIO Deal
Our US correspondent takes a look at Cresset's merger with a non-discretionary consultancy, aka
Clear Trail Advisors Launches
Wealth manager Clear Trail Advisors launches with $850 million.
Equity Concentration Specialist Raises Growth Capital
A West Coast-based business that launched just over a year ago to address the problem of highly
Successful Niche Investing – A Conversation With Jeff Collins
In this detailed and fascinating conversation with an experienced specialist investor, a regular
Summary Of North American Wealth Management Senior Moves – June 2025
A roundup of moves, appointments and personnel changes in North America's wealth sector during
Family Harmony By Design: Introducing The "Relational Steward"
The following article from experts on family governance and related issues explains a concept –