News, Comment & Analysis results for Archive

M and A
February 17, 2026

Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management

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

WM Market Reports
February 17, 2026

RIA Industry Faces Hiring Challenge – Study

A recent report underscores the scale of the hiring task that RIAs face to keep pace with demand,

Client Affairs
February 17, 2026

US-Headquartered Matthews Transitions Controlling Equity Ownership

California-headquartered Matthews International Capital Management announces transition in

People Moves
February 17, 2026

A New Chief Executive Takes The Helm At Arta Finance

Founded by ex-Google executives, Arta is an AI, wealth, and financial technology company. 

Asset Management
February 13, 2026

What's New In Investments, Funds? – Seligman Investments

The latest news in investment offerings, financial products and other services relevant to wealth

WM Market Reports
February 13, 2026

Report Lifts Hood On Effective Family Enterprise Governance

A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that

M and A
February 13, 2026

2025 Was Another M&A Record For Wealth Sector – ECHELON Partners

With deal-flow continuing to break records, M&A data also shows that activity is not confined to

People Moves
February 13, 2026

Who's Moving Where In Wealth Management? – Mercer Global Advisors, Private Advisor Group, Key

The latest senior moves in the North American wealth management sector.

M and A
February 12, 2026

Nuveen Buys UK-Listed Wealth Manager In Transatlantic Deal

In another example of a large North American financial institution buying European firms, Nuveen

Strategy
February 12, 2026

European Private Bank Expands Sports Finance; Eyes US Leagues

For the wealth management industry in general, the business of sports teams, as well as the