News, Comment & Analysis results for MAI
Why Hightower Had To Change Course
After a busy period of acquisitions, Hightower – like some of its peers – is pushing to
Family Offices Aim To Grow Sleeker, More Efficient With AI – Study
A report adds to the evidence of AI being embraced – up to a point – by the family offices
F2 Strategy Continues Acquisitions With Consulting Deal
Backed by a majority owner, F2 Strategy has acquired a number of businesses in recent years. It
Wells Fargo Says Q3 2025 Net Income Rises In Wealth, Investment Arm
With a broadly stronger set of results across the US banking group, the wealth management side of
NorthRock Expands California Presence
Minneapolis-based financial advice firm NorthRock Partners is joined by WGG Wealth Partners to
Rockefeller Capital Management In New Growth Phase, Eyes International Potential
After more than seven years of focusing on the US growth market – still one with large
Third-Quarter 2025 Wealth, Asset Revenues Rise At JP Morgan
The New York-listed banking giant fired the starting gun for the quarterly reporting season,
Family Offices Lean Toward Expanding European, Asian Private Debt, Buyouts – Partners Capital
In this article, we talk to one of the senior figures at the $60 billion AuM investment house, who
The Source Of Wealth Verification Challenge – A Selection Of Recent Coverage
As the topic of verifying "source of wealth" becomes more prominent as a regulatory technology,
AI Implementation Dominates Family Office FinTech Summit
This publication's family office fintech summit explored how AI is put to work by family offices