Wealth Management

Merrill's sweeping presence on Barron's 2026 lists isn't just about accolades. It reveals a deep, systemic strategy to win the war for talent and capital.

Provident Bank taps UHNW veteran Annamaria Vitelli to lead its wealth division, a strategic move signaling a deep overhaul toward integrated financial services.

Designed Wealth partners with AI firm Continuum, giving its 150+ independent advisors a tech arsenal to slash admin and deepen client relationships.

As it turns 100, advisory firm Richter is expanding to Calgary. It's a strategic move into a competitive market, betting on a new model for family wealth.

A record $98.3T in HNWI wealth creates a fierce battle for assets, as traditional firms lose ground to tech-savvy rivals and AI-driven personalization.

As security leaders prepare for the Gartner Summit, a new analyst watch list offers a roadmap to the AI-driven vendors and trends shaping the industry's bottom line.

Canaccord Genuity posts record profits and hikes its dividend, but behind the stellar numbers lies a crucial strategic review of its valuable UK business.

CrowdStrike reports record earnings and a stock split, but its true story lies in deep AI pacts with OpenAI. Is it enough to secure the AI frontier?

An internal marketing team spun off into its own agency. It’s more than a launch—it's a bet that in the complex world of finance, generic is dead.

Fairplay's new user verification signals a market-wide shift. As India's stringent new rules take hold, compliance is becoming a key strategic asset.

A new partnership embeds trusted market data directly into AI agents, aiming to automate research and eliminate AI 'hallucinations' for businesses.

AM Best affirms Fairfax's 'Excellent' rating after a year of record profits and major catastrophes. We deconstruct the strategy behind this financial paradox.

BBH's hire of Darrell Holley isn't just a personnel move; it's a calculated bet on relationship-driven advisory for private energy firms navigating a complex future.

In nine years, Wellington-Altus hit $50B AUA and a 7th top-dealer award. It's more than growth; it’s a strategic coup for advisor independence.

Titans of finance, tech, and policy will converge at the CAIS Summit to navigate AI's impact and geopolitical shifts on the future of alternative investments.

New research reveals high-net-worth investors are abandoning traditional referrals, using AI and digital due diligence to find advisors who truly get them.

Consuelo Vanderbilt Costin's recurring role at the elite Forbes Iconoclast Summit is no social engagement. It's a masterclass in converting legacy into currency.

A new partnership aims to extend modern identity security to legacy systems and AI agents, tackling the industry's most persistent and vulnerable gaps.

The rise of enterprise AI has exposed fatal flaws in corporate data. A new partnership announced at Snowflake Summit 26 aims to build a foundation of trust.

A call for research on vaccine side effects exposes a deeper crisis: the collapse of public trust in science. Can rigorous data heal a polarized nation?