News, Comment & Analysis results for Bain
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
Get Ready For AI Joining A Client-Advisor Meeting
FWR talks to Vestmark about the ways that AI is making an impact on the day-to-day tasks of wealth
Wealth Enhancement Acquires $4.3 Billion Firm
The latest mergers, acquisitions and other corporate actions in the wealth management sector.