News, Comment & Analysis results for bill
Deals Of The Day: The Latest In Wealth Management M&A – Lido Advisors, Olympus
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Savvy Advisors Adds Minneapolis Team, Adds Advisors Across US
The firm, which recently closed a $72 million funding round and passed an AuM milestone, has added
UBS Profits Climb In Q2 2025
Profits at Swiss private bank UBS rose by more than expected in the second quarter of 2025.
Canada's CI Financial Gives Closing Date For Go-Private Move
The move by the Toronto-listed bank into private hands (in this case, of funds run by a Middle East
FROM THE EDITOR'S CHAIR: Robust Banks, AI, Private Market Hype, And More
The editor takes a look back to the start of the year and subsequent events to examine what sort of
Wealth Managers React After EU And US Clinch Trade Deal
After the US and the EU reached an agreement to cap tariffs on most EU exports to the US at 15 per
Hedge Fund Assets Hit Record High In H1 2025
Hedge funds attracted the strongest inflows in more than a decade as volatility gave way to
With Advisors Transitioning Businesses, Beware Asset Losses – Study
A large number of US financial advisors are nearing retirement. Associated with this, when they
Who's Moving Where In Wealth Management? – Dynasty, HarbourVest, Raymond James
The latest moves, personnel changes and appointments in the North American wealth management
Attributable Quarterly Net Income Slips At Raymond James, Assets Expand
Among the details, private client revenues gained ground, Raymond James said.