News, Comment & Analysis results for Bain
Who’s Moving Where In Wealth Management? – RBC Global AM, Raymond James
The latest executive moves, appointments and personnel changes in North American wealth management.
Foundation Source, Envestnet Enter Partnership
Two organizations from very different areas have been through significant change, sharing the
Launched From The Beach: Envestnet Unveils $1 Billion Investment
The US-headquartered group, which has been through a lot of change since it was taken off the stock
Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?
Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW
Envestnet Names New Finance Chief
The new CFO at Envestnet will be taking the helm from a man who has helped steer the firm through
SS&C To Acquire Global Funds Network In $1.0 Billion Deal
One of the largest banking and wealth sector technology firms – based in the US – has agreed to
The Challenges – Why Is It So Hard?
This article, the second in a series, explores the tension that exists between advisors remaining
A Cautionary Tale: Challenges Of Serving UHNW, Centimillionaire Client Segments
The following article considers the upper echelons of wealthy individuals and how, based on their
How Wealth Business Can Successfully Grow - The "Rainmaker" Formula
At a time of continued M&A activity in the North American wealth sector, we continue to talk to
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
We talk to an advisory firm, Alaris Acquisitions. Its CEO and founder says he adopts a particular