Bain Capital in Talks to Acquire Perpetual’s Wealth Management Unit
SYDNEY—Australian investment manager Perpetual said it is in talks with Bain Capital for a potential sale of its…
AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now
Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content…
A Head of Wealth and Private Banking Shares Most Important Advice
This as-told-to essay is based on a conversation with Racquel Oden, US head of wealth and private banking…