PE Hub

FEBRUARY 16, 2024

Pathstone is an advisor that offers family offices services and investment advice for families, family offices and foundations and endowments. The post PE-backed Pathstone to acquire wealth management firm Crestone Capital appeared first on PE Hub.

Investment Advice 80

Investment Advice Capital Management Investment 80

Global Banking & Finance

JUNE 29, 2023

Austria’s Kathrein Privatbank: Continuing to Apply the Personal Approach in its 99th Year Founded by Carl Kathrein in 1924, Kathrein Privatbank is one of the leading private banks in Austria, offering customised investment advice, asset management, financing and consulting to families, entrepreneurs and foundations.

Investment Advice 52

Investment Advice Asset Management IT Consulting 52

Peak Frameworks

AUGUST 24, 2023

There are different types of brokerages, each offering varying levels of service: Full-service brokerages provide a range of services including investment advice, research, and retirement planning, such as Merrill Lynch. A brokerage is a firm that connects buyers and sellers to facilitate a transaction.

IT 52

IT Trading Accountant Investors 52

The TRADE

APRIL 30, 2024

The SEC’s Regulation Best Interest (Reg BI): Next up on our list is the Securities and Exchange Commission’s (SEC) Regulation Best Interest (Reg BI), which was put into place in June 2020 as a means to enhancing investor protection and promoting greater transparency and accountability in the provision of investment advice.

Financial Institution 67

Financial Institution Financial Market Risk Management Bank 67

Accenture Capital Markets

OCTOBER 5, 2022

As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across the industry.

Management 98

Management Investment Advice Investors Capital Market 98