News, Comment & Analysis results for Bridge

Legal
October 29, 2025

Will Your Digital Assets Be Lost Forever When You're Gone?

Today, there are many clever technology tools in defense and security, but in all too many cases,

M and A
October 20, 2025

Activist Wants Eastern Bankshares To Go On Sale, Stop Acquisitions – Report

The report noted that Eastern Bankshares has cited its purchases as strengths, helping it in areas

M and A
October 3, 2025

Corient Makes Another Wealth Acquisition

The firm continues a busy run of acquisitions in the US and further afield.

Alt Investments
September 26, 2025

CLO Equity: Where Complexity Meets Opportunity

The author of this article takes a dive into the world of what are called collateralized loan

Company Profiles
September 25, 2025

Giving Digital Assets That “White Glove” Wealth Management Touch

We talk to a firm called Guardian Bitcoin, a US-based firm that works with bitcoin users to manage

Philanthropy
September 23, 2025

Foundation Source Expands DAF Platform Capabilities

Foundation Source has been making a splash in the philanthropy world since it had a change at the

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

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