Wealth Management

The firm adds four new directors, signaling a major investment in advisor support, succession planning, and a strategic expansion in the Carolinas.

A new report shows affluent travelers are ditching opulence for authentic experiences, seeking remote frontiers, and prioritizing personal connection over status.

Hong Leong Bank moves beyond transactions, offering a holistic advisory model with lifestyle perks to win over Malaysia's growing high-net-worth segment.

With record contributions and a 118% payout rate, fintech DAF Charityvest is challenging industry norms and reshaping how wealth managers approach giving.

Following a management buyout, the former Delap Wealth Advisory team relaunches as Aerodigm, an independent firm targeting after-tax returns for the ultra-rich.

Cerity Partners is merging with institutional powerhouse Verus, creating a $1.3 trillion advisory firm that will reshape the financial services landscape.

The $10B RIA taps former Hightower CMO Meghan McCartan for a new C-suite role, signaling a major investment in digital strategy to win the advisor race.

The leading wealthtech conference introduces AI University, a hands-on program to give advisors a practical playbook for navigating the AI revolution.

FinLink partners with Rafa.ai, rebuilding its platform to solve the 'graveyard problem' of professional networks with an AI-native marketplace.

FMG appoints Hearsay and ISS veteran Matt Newman as CRO, signaling an aggressive push to dominate the enterprise market with unified, AI-powered marketing.

In a strategic move, American Beacon Partners names a new product head to navigate a complex market and deliver next-generation solutions for financial advisors.

Struggling garment and logistics firm Addentax Group announces a radical pivot, proposing to acquire an AI-powered crypto wealth platform in a bold move.

Amid a wave of acquisitions, Whitley Penn adds three senior leaders, signaling an aggressive push for market dominance in tax, wealth, and development.

The emirate launches a pioneering customs duty waiver for high-value art, aiming to become a top global hub with a focus on transparency and security.

Cousins Properties acquires a premier Charlotte tower for $317.5M, doubling down on the 'flight to quality' trend in a complex office market.

National RIA Allworth Financial partners with fintech RISR, leveraging AI-driven tools to capture the growing market of entrepreneurs needing exit planning.

A new report reveals a looming crisis: rising healthcare costs will consume more than 100% of Social Security benefits for future generations of retirees.

WealthTech firm BizEquity targets the Great Wealth Transfer with a new brand and AI-powered platform to help advisors value and plan for business owner clients.

DALBAR's 2025 awards reveal how top firms are revolutionizing financial professional support through advanced technology and a relentless focus on service.

With Warren Seubel leading sales, Opto Investments aims to reshape private market access for wealth managers using its advanced AI and fiduciary-first model.