News, Comment & Analysis results for Archive

People Moves
April 29, 2024

Sunflower Bank Names Chief Investment Officer

The Texas-headquartered bank has brought in a figure with over three decades' investment

M and A
April 29, 2024

Why “Headline” M&A Multiples May Be Deceiving

High figures for earnings before interest, taxation, depreciation and amortization (EBITDA) can

People Moves
April 26, 2024

Raymond James Adds Advisors, Reports Record Private Client Assets

As the Florida-headquartered business continued to add advisors, it also reported quarterly

Strategy
April 26, 2024

US Economy Performs Below Expectations – Wealth Managers React

After the US economy performed below expectations in the first quarter of 2024 and grew at a slower

Company Profiles
April 26, 2024

WEALTH TALK: How California-Based Lido Advisors Matches Clients’ Goals, Investments

Financial Results
April 25, 2024

SEI Investments' Net Income Rises

The Pennsylvania-headquartered business works with a variety of organizations, including family

People Moves
April 25, 2024

Who's Moving Where In Wealth Management? – TIFIN, Concurrent

The latest senior moves, appointments and changes to senior roles in wealth management across North

Wealth Strategies
April 25, 2024

Cutting Through Sales Hype On Private Credit

There has been a lot of noise and data around private credit – part of a wider expansion of

Alt Investments
April 25, 2024

CAPTRUST Agrees Alternative Investment Platform Pact

The wealth manager will use the SaaS offering from CAIS.

People Moves
April 24, 2024

Wealth Manager's Advisor Secures Sports-Focused Accreditation

This news service has come across cases of wealth businesses catering to sports, media and

Comment & Analysis results for Archive

Client Affairs
September 22, 2022

When Financial Storms Build, Consider Excess Deposit Bonds

Many wealthy people want to park their wealth in financial institutions to ride out market storms,

Family Office
September 21, 2022

The Essential Tool That Family Offices Ignore

It’s no secret that private banking, which includes credit and lending services, is an essential

Company Profiles
September 19, 2022

Keeping Investment Under The Roof At Manhattan West

We catch up with a US wealth management firm that chooses to keep its investment management

Alt Investments
September 19, 2022

Get Ready For More Assets To Be "Financialized"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient

Surveys
September 15, 2022

Millennials' Financial Habits Revealed – And Why They Need Advice

A study by Ameriprise Financial found that Millennials are more likely to transfer money to charity

Strategy
August 29, 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to

ESG
August 16, 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy toward areas such as wind, solar,

Philanthropy
August 16, 2022

Impact Investing Guidance For Private Foundation Clients – Part 2

This article looks at the so-called field of "mission-related investing" and examines the approach

Philanthropy
August 15, 2022

Impact Investing Guidance For Private Foundation Clients – Part 1

In the first half of this feature, the author looks at how foundations handle the discipline of

Wealth Strategies
August 1, 2022

Partners Capital Brings "Endowment Mindset" To Investments

The firm, founded in 2001, is one of a number of outsourced CIOs overseeing money for institutions