PPersonal finance Read More Bain Capital in Talks to Acquire Perpetual’s Wealth Management UnitNovember 5, 2025 SYDNEY—Australian investment manager Perpetual said it is in talks with Bain Capital for a potential sale of its…
PPersonal finance Read More AI in wealth management: Here’s what 7 financial advisers are doing with the technology right nowNovember 4, 2025 Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content…
PPersonal finance Read More A Head of Wealth and Private Banking Shares Most Important AdviceSeptember 28, 2025 This as-told-to essay is based on a conversation with Racquel Oden, US head of wealth and private banking…