News, Comment & Analysis results for Nasdaq
Equity Concentration Specialist Raises Growth Capital
A West Coast-based business that launched just over a year ago to address the problem of highly
Who's Moving Where In Wealth Management? – SEI, Raymond James, EP Wealth
The latest senior moves, appointments and personnel changes in North American wealth management.
AITi Global Gets Within Shouting Distance Of $100 Billion Assets Milestone
One of the largest multi-family offices and non-bank wealth management organizations globally, AITi
EXCLUSIVE: SEI Explains Its Wealth Management Play
Just over a week ago, Pennsylvania-headquartered SEI purchased a majority stake in Stratos Wealth
SEI Pushes Further Into RIA Sector With $527 Million "Strategic Investment"
Under the terms of the transaction, SEI will pay about $527 million for the equity in a
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
Family Offices Face Protection Paradox: Cybersecurity Forum
In the second of a series of reports, our US correspondent spells out more of the discussions
Who's Moving Where In Wealth Management? – PNC, Confluence, Others
Moves, personnel changes and appointments in the North American wealth management sector.
Equity Concentration Risk And How To Solve It: Another Look
Concentration risk in portfolios is at high levels, and the recent market selloffs have focused
US-Headquartered SS&C Expands Middle East Footprint
Based in Windsor, Connecticut, SS&C sells software and software as a service to the financial