News, Comment & Analysis results for Bain
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.
Summary Of Moves In North American Wealth Management – January 2025
A roundup of moves, appointments and other personnel changes in the North American wealth
North American Wealth M&A Rose In 2024, Sector Weathers Volatility – ECHELON
Foreign buyers, including those linked to sovereign wealth funds, were among the players in the
There's A New CEO At Envestnet
There has been speculation on who will be the permanent CEO at the firm since the Bain Capital