M and A
May 2, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Foundation Source, Giving Place

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

Philanthropy
May 10, 2024

Foundation Source's Growth Ambition And Promise Of "Philtech"

We talk to the US organization about "philanthropy technology" – aka philtech – how the sector

People Moves
December 7, 2023

Summary Of North American Executive Moves In Wealth Management – September 2023

September saw a number of senior moves at organizations such as Rockefeller and Pitcairn,

People Moves
September 20, 2023

Foundation Source Appoints Former Refinitiv Wealth Arm Head As CEO

Mrak has worked in a variety of important roles in the world's wealth and investment management

Asset Management
September 5, 2023

The Return Of "Alpha" According To BlackRock

A senior investment figure at the world's largest asset manager discusses how changes in the

People Moves
August 28, 2023

Summary Of Executive Moves In North American Wealth Management – June 2023

The latest roundup of moves and appointments in the wealth management and private banking sector.

ESG
August 18, 2023

Sustainable Finance Growing Trend – LSEG

Refinitiv, an LSEG business, has just published its Sustainable Finance Review for the first

People Moves
August 7, 2023

Summary Of Senior Moves In North American Wealth Management? – June 2023

A round-up of senior appointments and moves in the North American wealth management sector.

People Moves
June 21, 2023

SEI Appoints Former Refinitiv Figure As Head Of New Business Ventures

The appointment sheds light on SEI's determination to encourage and incubate new ideas and

Awards
June 13, 2023

Refinitiv's Adam Boyer Talks Smarter Data, Insights