News, Comment & Analysis results for Archive

M and A
April 28, 2026

Acquisition-Minded Mercer Global Advisors Names Chief Corporate Development Officer

The appointment of the former McKinsey partner to the firm comes after what has been a busy period

People Moves
April 28, 2026

Northern Trust Wealth Management GFO Names New CIO

The new new chief investment officer, who is replacing Trish Halper, has a disciplined approach to

Wealth Strategies
April 28, 2026

Wealth Transfer, Evolving Venture Funds And AI

A summary of a conversation – a "fireside chat" – held at this publication's family office

Practice Strategies
April 28, 2026

Planning Through Life Transitions, Not Just Life Stages

Women's financial lives don't usually follow a script and there are shifts that can occur at any

Surveys
April 28, 2026

Impact Investing Beats Crypto For NextGens Amid $83 Trillion Wealth Shift – UBS

UBS Global Wealth Management has issued its first UBS Global Next Generation Report, surveying next

M and A
April 27, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Osaic, Pointes North

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

People Moves
April 27, 2026

Who's Moving Where In Wealth Management? – JMAN Group, Moors & Cabot

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

Surveys
April 27, 2026

Graphics Processing Units Gain Traction As Distinct Asset Class – Study

As AI grows, demand for certain chips – GPUs – stays high, making them a potentially valuable

Financial Results
April 27, 2026

Blackstone Strikes Optimistic Private Markets Tone With Q1 Results

Blackstone’s private wealth segment’s performance for the first quarter – announced alongside

Strategy
April 27, 2026

How Employee-Owned RIAs Are Organizing To Survive

Can employee-owned RIAs survive in an era of massive capital infusion from private equity?