News, Comment & Analysis results for Founder

Technology
July 28, 2024

Archimedes' Lever – AI And The Age Of Infinite Leverage

This is a first in a series of sponsored articles that also appear in a new FWR publication issued

Strategy
July 26, 2024

OPINION OF THE WEEK: How Independent RIAs Outshine Private Banks

The writer of this article is unafraid to cut to the chase and state that independent RIAs are

People Moves
July 23, 2024

Denver-Based Alpha Capital Family Office Adds $3 Billion Team

The advisors joining the business in Colorado both worked at Citi Private Bank, as well as at other

M and A
July 19, 2024

US Wealth Sector Acquirer Buys $500 Million Indiana Business

The acquired organization has been running for 25 years. The deal is part of a continuing M&A trend

M and A
July 16, 2024

Mid-year RIA M&A Market Report: Winners, Losers And Trends

After the half-way point of 2024, our US correspondent looks at the M&A arena to see who has

Financial Results
July 16, 2024

OPINION OF THE WEEK: Dynasty's $100 Billion AuM Milestone Reflects Rising Wealth Tide

A business now headquartered in Florida that taps a desire for advisors to build new RIAs, or

Practice Strategies
July 15, 2024

Whether In-House Or Outsourced, Family Office Cyber Defense Must Evolve

The author of this article argues that family offices that ignore cybersecurity are targets for

People Moves
July 8, 2024

Summary Of North American Wealth Management Moves – April 2024

A summary of moves, appointments and personnel changes in the North American wealth management

Real Estate
July 2, 2024

Multi-Family Real Estate Shines For US-Based Hamilton Point Investments

We talk to an investment firm and manager based in the US northeast about the commercial property

Strategy
June 28, 2024

The Client Experience Is The New Holy Grail

Attending a Morningstar conference in Chicago, our US correspondent hears comments about how wealth

Comment & Analysis results for Founder