News, Comment & Analysis results for Archive

People Moves
May 1, 2024

Change At The Top Of Fiducient Advisors

Headquartered in Chicago, with six additional locations and clients in 46 states, Fiducient

M and A
May 1, 2024

Avantax Acquires $760 Million Wealth Manager

The business making the acquisition boasted a total of more than $92 billion in client assets as at

People Moves
May 1, 2024

Who's Moving Where In Wealth Management? – EP Wealth Advisors, RBC WM

The latest senior moves and appointments across the North America wealth management market.

People Moves
May 1, 2024

Hughes Hopes To Guide Eton To "Next Level" of Growth

The new president of Eton Advisors aims to take this multi-family office to a new level of growth,

People Moves
April 30, 2024

HSBC Chief Executive To Retire

The announcement by the bank that Noel Quinn is to stand down seems to have come as something of a

People Moves
April 30, 2024

J P Morgan Private Bank Names New South Region Leadership

The private bank said it has boosted its Texas headcount by almost a third in two years.

Strategy
April 30, 2024

Global Corporate Bonds New Opportunities – Payden & Rygel

The fixed income team at Los Angeles-headquartered global investment advisor Payden & Rygel, which

Surveys
April 30, 2024

Family Offices Embrace Alternatives, Fret Over Cyber Threats

The US bank has taken views from 190 family offices around the world to get a sense of their

Legal
April 29, 2024

Agency's Move To Ban New Non-Competes Fuels Business Wrath, Lawsuits

Legal battlelines are already forming over the FTC's move to clamp down on non-compete clauses in

Compliance
April 29, 2024

Compliance Corner: US Regulator Postpones Asset Management Scrutiny Drive

The latest compliance news: regulatory developments, punishments, guidance, permissions, new

Comment & Analysis results for Archive

M and A
November 22, 2022

M&A Decline: New Trough Or Brief Bump?

There has been a notable drop in mergers and acquisitions involving registered investment advisors;

Family Office
November 7, 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by

Alt Investments
November 3, 2022

Advising Investors And Collectors Of Gold

This brief commentary explains the sort of considerations that investors and advisors should

Company Profiles
October 27, 2022

Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud

Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use

WM Market Reports
October 26, 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family

Compliance
October 26, 2022

The Pandora Papers One Year On – Lessons, The Way Ahead

The author of this article argues that however much anger is justified at those who stash illicit

Philanthropy
October 20, 2022

Movement Building And The Rising Generation Of Wealth

The author of this commentary argues that movements will continue to have a strong audience with

Wealth Strategies
October 18, 2022

The Two Per Cent Solution: Preserving Wealth In Any Economic Situation

The author of this article, TIGER 21 founder and chairman Michael Sonnenfeldt, says that for people

WM Market Reports
October 4, 2022

Tenth WealthBriefing Tech & Ops Trends Report

Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the

Asset Management
October 4, 2022

How Wealth Managers Approach Thematic Investing

This article examines the topic of thematic investing, an approach portfolio managers use for