News, Comment & Analysis results for MAI

Legal
August 29, 2025

Citigroup's Wealth Chief Dismisses Complaints Against His Conduct – Media

The bank has reportedly brought in a law firm to investigate HR complaints involving Andy Sieg, who

M and A
August 28, 2025

MAI Capital Management Partners With Evoke Advisors

The combination will create a national firm with about $60 billion in assets under management and

Compliance
August 28, 2025

Global Regulatory Fines Surge In H1 2025 – Fenergo

Regulators around the world dropped the hammer more heavily on a raft of financial institutions for

People Moves
August 28, 2025

Who's Moving Where In Wealth Management? – Churchill AM, Raymond James

The latest moves, appointments and personnel changes in the North American wealth management

Financial Results
August 27, 2025

RBC's Latest 2025 Quarterly Results Show Rising Net Income, Higher Wealth Fees

Royal Bank of Canada – which calls its figures to July 31 its "third quarter" results – said

Wealth Strategies
August 27, 2025

Citi Wealth Lifts Lid On Its Private Aviation Finance Model

The US firm talks about how it applies a wealth management sensibility to working with clients

Investment Strategies
August 26, 2025

Fed's Powell Hints At Rate Cuts – Wealth Managers' Reactions

As the US administration continues its tussle with the US Federal Reserve over the path of monetary

Philanthropy
August 26, 2025

DAF Donors Ramp Up Charitable Giving; Disasters Spur Payouts

The data also highlights the value of donor-advised funds, a form of charitable giving that has

Trust Estate
August 25, 2025

Domestic Vs Offshore Asset Protection Trusts: Essential Strategies For UHNW Clients

When it comes to protecting assets, people must grasp important differences in how certain types of

Wealth Strategies
August 22, 2025

OPINION OF THE WEEK: Let's Consider The Quiet Power Of Singapore's Dollar

A new paper explaining the story of the Singaporean dollar and its current strength prompts the

Comment & Analysis results for MAI

Investment Strategies
May 3, 2022

Behavioral Finance’s Next Step To Going Mainstream

The investment approach shaped by ideas about behavior and how humans actually conduct themselves