In a landmark move that has sent ripples through the asset and wealth management sectors, a major North American diversified financial firm has completed a transformative take-private transaction valued at an impressive C$12.1 billion in enterprise value. This deal, finalized recently, marks a
In the ever-evolving landscape of wealth management, Registered Investment Advisors (RIAs) are increasingly turning to strategic acquisitions as a powerful mechanism to fuel growth and strengthen market presence. Amid a dynamic mergers and acquisitions (M&A) environment, firms are not just
In an era where digital threats loom larger than ever, the financial sector finds itself at the forefront of a battle against sophisticated cyberattacks, with recent incidents in the Asia-Pacific region underscoring the urgency for robust defenses. A notable case involved a deepfake scam in Hong
Welcome to an insightful conversation with Marco Gaietti, a seasoned expert in business management with decades of experience in strategic planning, operations, and customer relations. Today, we’re diving into the world of financial advisor certifications, exploring how these credentials shape the
Setting the Stage for Risk Reassessment Imagine a market scenario where portfolios plummeted by double-digit percentages in a single month, only to rebound sharply within weeks, a volatility witnessed recently that underscores a pressing challenge for investors. How well do their investment
In the second quarter of 2025, spanning April through June, the North American wealth management sector has witnessed an unprecedented wave of mergers and acquisitions (M&A) that signals a profound shift in the industry’s landscape. Across the United States and Canada, registered investment
