Latest Comment & Analysis
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure ...
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
Productivity Gains Lauded By Key Wealth As Growth Continues
We talked to the head of the bank's wealth business about the details of productivity, organic growth, which investment and credit solutions are needed, and how it is positioning for the future. ...
ANALYSIS: Family Offices in Motion – A Transatlantic View
Taking views from the US, London and other jurisdictions, we consider how and why family offices and the UHNW individuals they serve move around, open new offices, and position to handle risks and opportunities....
Latest News
Dynasty Formalizes New Consulting Arm As Optima Group Acquisition Proceeds
The move is an example of Dynasty seeking to make itself a central player in how RIAs expand, both via acquisitions and organically. ...
Who's Moving Where In Wealth Management? – Cliffwater, Raymond James
The latest senior appointments, moves and personnel changes in North American wealth management. ...
Rockefeller Takes Walk Down AI Road With New Partnership
The agreement with Anthropic is an example of how AI use cases are a relentless theme for wealth management today. ...
Deals Of The Day: The Latest In Wealth Management M&A – Integrated Insurance Solutions, Appel
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who's Moving Where In Wealth Management? – Cetera, Raymond James, Carrick Lane, Goldman Sachs
The latest senior appointments, personnel moves and hires in the North American wealth sector. ...
Celebrating Leadership, Purpose And Innovation Across Global Wealth Management
Congratulations to all our worthy winners in this important awards series. ...