• wblogo
  • wblogo
  • wblogo

Latest News

articleimage

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

articleimage

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...

articleimage

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...

articleimage

Alt Investments - May 12, 2020

Hunting Private Equity Opportunities In Stressed Times

This news service looks at private equity and related private markets investors, such as those focusing on distressed opportunities amid the current extraordinary global economic slowdown. ...