News, Comment & Analysis results for Archive

M and A
February 7, 2025

Carnegie Gains $1.3 Billion AuM With Eagle Ridge Acquisition

The two advisory firms partner to expand services and deliver targeted investment solutions.

People Moves
February 7, 2025

Who's Moving Where In Wealth Management? – Synovus

The latest senior moves, appointments and personnel changes in North America's wealth management

Strategy
February 7, 2025

The Intersection Of Sports And Financial Planning

This article looks at the phenomenon of "name, image and likeness" (NIL) in sports and the wealth

People Moves
February 7, 2025

Mercer Advisors Names New Client Development Head

Denver-headquartered Mercer Advisors, a $69 billion national Registered Investment Advisor, and a

Investment Strategies
February 7, 2025

Swiss Bank Favors US Over EU, Emerging Market Equities

Geneva-headquartered global wealth and asset manager Lombard Odier has just published its latest

Surveys
February 7, 2025

US Entrepreneurs Most Optimistic Over Business Prospects – UBS

Swiss private bank UBS has just published its first “Global Entrepreneur Report,” highlighting

Client Affairs
February 6, 2025

Orion Expands Advisor Capabilities

Orion services $4.9 trillion in assets under administration and $97.5 trillion in wealth management

New Products
February 6, 2025

RIA Launches Two Advisor Firms

The partner firms are based in Colorado and upstate New York.

Financial Results
February 6, 2025

Canaccord Genuity WM Reports Positive Financial Results In 2024

Canadian-based Canaccord Genuity Wealth Management announced its financial results this week for

People Moves
February 6, 2025

Who's Moving Where In Wealth Management? – Raymond James, Broadridge

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

Comment & Analysis results for Archive

M and A
February 3, 2025

How – And Why – MFOs Are Cashing In On The M&A Boom

Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition

Strategy
February 3, 2025

Price Pressures, Desire For Independence Fuels Need For Guidance

The North American wealth sector has its share of challenges, and also opportunities for ambitious

Strategy
December 20, 2024

High Performing Family Offices: Thinking About “Me” As Much as “We”

This article examines the process of sustaining and growing financial prosperity alongside durable

Strategy
December 20, 2024

Wealth Manager’s Conundrum: The Paradox Of Enough

This article addresses attitudes to money, and how to avoid the trap of regretting later in life

UHNW Institute
December 19, 2024

Redefining Wealth Management: Highlights From The UHNW Institute Symposium

The Symposium, discussing the full implications of what is called Integrated Family Wealth

Wealth Strategies
December 18, 2024

A Comprehensive Guide To Concentrated Stock Positions

Diversifying a portfolio sounds reasonable and wise, but it turns out that making the move comes

White Papers
December 18, 2024

Family Office Fintech Summit – The Report 

As part of the value given to those involved in the summit and who want to find out more, we carry

Offshore
December 9, 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction.

Strategy
December 9, 2024

Understanding Wealth Sector Bottom Line: The DuPont Model

Providing integrated wealth management presents a range of challenges, such as how to assess

Investment Strategies
November 18, 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential