Bryan Wagorn has joined the roster of Askonas Holt for worldwide general management. Wagorn is a Canadian-American pianist who performs regularly in Europe, North America, and Asia with the world’s ...

It Isn’t Just Private Equity. Sovereign-Wealth Funds Want a Piece of the Wealth Management Business. The largest RIAs are increasingly turning to foreign investment funds to provide capital.

3. Bridgepoint in talks to buy wealth management firm Finzzle Groupe Bridgepoint entered exclusive negotiations to buy a majority stake in Finzzle Groupe in May-end.

A Canadian publicly listed wealth management business is to be taken private in a deal that values its equity at $126.8 million. Lorne Park Capital Partners has entered into a definitive agreement for ...

Wealth firms followed, drawn by the same fundamentals, with new ambitions. “A large majority of those private equity investments actually reside on the insurance side,” Orsini says.

The newly released World Wealth Report 2025 from Capgemini Research Institute reveals that the US added 562,000 new millionaires, a 7.6% increase, while the overall cohort’s wealth grew by 9.1%.

Every year, Accounting Today ranks the top CPA firms by assets under management, highlighting the key players in this major service niches for accountants For our 19th annual ranking, we received ...