Deals Of The Day: The Latest In Wealth Management M&A - Advisor Group, Heidrick & Struggles, Others
April 8, 2021
The latest mergers and acquisitions in the wealth management and associated space.
The latest mergers and acquisitions in the wealth management and associated space.
The acquisition follows IQ-EQ’s purchases of Constellation Advisers (January 2021) and Blue River
The latest compliance news: regulatory developments, punishments, guidance, permissions and new
Many software vendors purport to offer personalized investment reporting but dig deeper and these
Accounting and investment reporting are notorious pain points for family offices, but this
Digital banking is more than a mobile app, and wealth management is no exception: it is about
The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is
WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from
This news service talks to the MD of SEI Family Office Services about the work it does in the
The "Abraham Accords" between Israel, the UAE, Bahrain and Morocco create important opportunities