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Our latest insights

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July 1, 2025

Bank and wealth management consolidation: Transforming your business through M&A.

With the right strategic partner, ambitious change becomes a more confident journey.

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June 25, 2025

Bridging the generational advice gap: Are robo-advisors the answer?

Advisors must take a holistic, personal approach that resonates with younger investors.

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May 29, 2025

What you need to know about OCIO.

Understanding the outsourced chief investment officer (OCIO) model and why organizations embrace it.