Andrew Ross SorkinArchway Group has completed its transition to an independent wealth management technology company, marking a strategic step aimed at expanding its platform capa
Andrew Ross SorkinBrown-Forman, the Kentucky-based spirits company behind Jack Daniel’s, has become the focus of renewed attention as a dispute among family heirs intersects with
Andrew Ross SorkinPrivate wealth management firms are increasing their use of technology as they compete for a new generation of investors who are reshaping expectations around f
Andrew Ross SorkinMaine and Hawaii have emerged as the leading U.S. hotspots for the concentration of wealth held by older households, highlighting markets where inheritance plan
Andrew Ross SorkinICICI Prudential Asset Management Co. is moving to acquire the portfolio-management services business of ICICI Securities, a transaction that would enlarge the
Andrew Ross SorkinUBS has secured a multimillion-dollar arbitration award against a former First Republic financial advisor, reinforcing the leverage that recruiting loans give l
Andrew Ross SorkinInvestcorp’s entry into U.S. wealth management is taking shape around a segment many consolidators have treated cautiously: mass-affluent investors who need ext
Andrew Ross SorkinKelly Park Capital Private Funds is seeking to reduce one of the most persistent operational barriers to private-market investing with the rollout of PRISM 2.0,
Andrew Ross SorkinRegistered investment advisers entered 2026 with substantially larger asset bases but only marginally broader client rosters, underscoring a growing divide betw
Andrew Ross SorkinHamilton Lane has led a $270 million minority investment in Savant Wealth Management through a single-asset continuation vehicle arranged by Cynosure Partners,
