He lives opposite British royalty. He's on Ukraine's sanctions list. His company is backed by Saudi petrodollars. Now he's ...

Generative AI is fundamentally transforming the wealth management industry by enhancing fraud detection, enabling personalized investment strategies and elevating service.

The best wealth managers in the next decade won’t be those who rely on gut instinct, but rather the ones who utilize AI to ...

Curated Wealth Partners, a leading multi-family office and investment management firm serving ultra-high-net worth clients, ...

Wealth management platform provider Addepar has hit a valuation of $3.25 billion in a fresh $230 million funding round, as it benefits from a race by financial advisors to arm wealthy clients with ...

Report shines a spotlight on preeminent firms and advisory practices who go above and beyond as financial stewards for their ...

Merchan Monika Merchan joins Northern Trust as a Senior Lending Advisor in Los Angeles. She joins the wealth management team ...

A Merrillville-based investment firm affiliated with Centier Bank is investing in the New York City-based wealth management ...

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

The bank, which has bolstered the connection between its commercial bank and wealth units, seeks to cultivate deeper ...

Analysts expect continued strength in Ameriprise's advice and wealth management business, given the 130-year-old company's initiatives to increase client engagement and sustained net flows over time.

and wealth management through an integrated platform. The company manages more than $2.3bn in assets under management. Earned CEO John Clendening said: “Our vision is to be the only financial ...