Financial Advisory

Power Integrations Names Nancy Erba as New CFO for Growth
Capital, Risk & Assets Power Integrations Names Nancy Erba as New CFO for Growth

In a significant move that underscores its commitment to financial leadership and strategic expansion, Power Integrations, a San Jose, California-based leader in high-voltage power conversion technology, has announced the appointment of Nancy Erba as its new Chief Financial Officer (CFO), effective

Intellebox.ai Spins Out to Revolutionize Financial AI
Capital, Risk & Assets Intellebox.ai Spins Out to Revolutionize Financial AI

In a transformative development for the financial advisory sector, Intellebox.ai has emerged as an independent entity after spinning out from Intellectus Partners, a registered investment adviser, with the transition becoming effective on October 1 of this year. Announced on November 17, this

How Is Envestnet Revolutionizing Access to Alternative Investments?
Capital, Risk & Assets How Is Envestnet Revolutionizing Access to Alternative Investments?

In a financial landscape where high-net-worth and affluent clients increasingly crave diversified portfolios beyond traditional public market investments, a significant shift is underway, driven by the surging demand for alternative assets. These assets, often seen as complex and inaccessible, are

CaixaBank Wealth Management Surpasses 10,000 Advisory Clients
Capital, Risk & Assets CaixaBank Wealth Management Surpasses 10,000 Advisory Clients

In a striking testament to the evolving landscape of private banking in Spain, CaixaBank Wealth Management has reached a significant milestone by exceeding 10,000 clients through its Advisory Desk service as of August this year. This achievement, shared via a corporate announcement on November 17,

Why Did Porro Brothers Join Raymond James with $150M?
Capital, Risk & Assets Why Did Porro Brothers Join Raymond James with $150M?

In a landscape where financial advisors frequently shift firms to align with their professional ethos and client needs, the recent move by Hugo and Manuel Porro to Raymond James & Associates stands out as a significant transition. Based in Hallandale Beach, Florida, these sibling advisors have

How Did Mesirow Drive Color Craft's Strategic Sale?
Capital, Risk & Assets How Did Mesirow Drive Color Craft's Strategic Sale?

In the ever-evolving landscape of the packaging industry, strategic acquisitions often serve as pivotal moments that reshape market dynamics and redefine company trajectories, as seen in the recent transaction involving Color Craft Graphic Arts and PaperWorks Industries Inc. This deal, facilitated

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