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Latest News

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People Moves - June 4, 2020

Goldman Sachs Names NY Regional Private Wealth Head

The new leader takes the helm from a manager who has worked at Goldman Sachs for more than a quarter of a century. The Wall Street firm has been cranking up its wealth management game in recent years. ...

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M and A - June 3, 2020

US Investment House Makes Big Appway Stake

Appway has been something of a trailblazer in harnessing technology to handle the onboarding chores of wealth managers as well as client lifecycle issues across the industry. ...

Comment and Analysis

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White Papers - May 29, 2020

RIAs' Digital Revolution Has Barely Begun - White Paper

There has been a lot of commentary recently about how wealth managers are having to embrace digital technologies of all kinds to stay relevant. A year ago, a study found the changes were not that far advanced. G...

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Alt Investments - May 28, 2020

How To Pick A Long/Short Equity Hedge Fund Manager?

If you are a funds buyer, asset allocator or investment officer thinking about the sort of hedge funds that should be in the client's portfolio, here is a guide charting the world of long/short hedge funds. It s...

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Strategy - May 21, 2020

Updated Forward Features Schedule To April 2021

Here is an updated forward features list for our North American coverage. The list may be revised on occasions. There have already been some changes prompted by the pandemic. Please note in particular an upcomin...