North America’s mergers and acquisitions (M&A) legal advisory sector witnessed a significant period of activity in the first nine months of 2026, with Kirkland & Ellis emerging as the undisputed…
The rapid integration of Artificial Intelligence (AI) into various sectors, including financial planning, presents a dual-edged sword, offering unprecedented efficiencies alongside significant potential risks. While headlines often grapple with existential…
The term "multi-family office" (MFO), a staple in wealth management discourse for decades, is facing a significant challenge, with prominent voices calling for its obsolescence. This debate centers on the…
The landscape of wealth management is undergoing a significant transformation, marked by increasing consolidation and a burgeoning interest in global reach. Within this dynamic environment, Lido Advisors, a prominent U.S.-based…
Kirkland & Ellis has cemented its position as the preeminent legal advisor in the Mergers and Acquisitions (M&A) sector, leading the charge in both deal value and volume during the…
Financial advisors expressing increased optimism about Canada’s economic prospects this year face a significant challenge: the benchmark S&P/TSX Composite index does not accurately reflect the breadth of the nation’s economic…
Despite facilitating the sale of superyachts collectively valued at $6.4 billion over the past five years, the superyacht brokerage sector is currently experiencing an "environment of extreme scarcity," according to…
The Securities and Exchange Commission (SEC) has signaled a significant ramp-up in its oversight of artificial intelligence (AI) within the financial services industry, with its newly released examination priorities for…
The financial advisory landscape for mergers and acquisitions (M&A) saw distinct leaders emerge during the first three quarters of 2026, with Goldman Sachs commanding the highest deal value and Houlihan…
In an era marked by evolving economic landscapes and heightened investor apprehension, the traditional pillars of portfolio diversification are being re-examined. Jared Gross, Managing Director and Head of Institutional Portfolio…
