News, Comment & Analysis results for Bridge

New Products
September 11, 2025

Wealth Sector Senior Figures Launch New York-Based RIA

Known as Collaborative Capital Advisors, the firm is pitching its services at UHNW individuals and

Alt Investments
September 9, 2025

August Is Golden For Hedge Funds – Industry Data

Rising markets and the success of strategies including those involving mergers and acquisitions and

M and A
September 5, 2025

Corient Keeps Up M&A Momentum, Acquires $3.5 Billion MFO

In case anyone thought it was safe to take their eye off Corient, the Miami-based firm is back yet

Technology
September 2, 2025

AI Quietly Revolutionizes World’s “Boring” Industries

People – including those in the wealth management sector – need to be less beguiled by the hype

Alt Investments
September 2, 2025

US Retirement Funds' Private Market "Vibe Shift" Puts Managed Accounts In Frame

We talk about the use of managed accounts, and the technological issues arising from the Trump

Alt Investments
August 18, 2025

Successful Niche Investing – A Conversation With Jeff Collins

In this detailed and fascinating conversation with an experienced specialist investor, a regular

M and A
August 13, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Dynasty, Abacus, Steward

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

M and A
August 6, 2025

After The Honeymoon: How To Handle Post-M&A Integration Blues

Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the

M and A
July 24, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Bluespring, Halcyon, LifeBridge

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

Surveys
July 15, 2025

New York Is World's Eighth Most Expensive City, Singapore Top

The "Julius Baer Global Wealth & Lifestyle Report 2025" was published yesterday at a turning point

Comment & Analysis results for Bridge

Strategy
March 26, 2025

Future Proof: Wealth “Transfer” Stirs Controversy; How Advisors Can Bridge Generation Gap

There is a great wealth transfer happening – although recent controversial remarks might suggest