Wealth Management

The Diversity in Action Scholarship is more than just financial aid; it's a strategic move to reshape Canadian financial planning from the ground up.

A new transatlantic force in financial services M&A is born as UK's Fenchurch merges with US fintech specialist Broadhaven, creating a 110-banker powerhouse.

A new wave of financial advice moves beyond savings goals, urging a holistic view of income, debt, and expenses. But who is shaping this new narrative?

Verndale joins Sitecore's elite Velocity Program, signaling a major push to de-risk and accelerate AI adoption for enterprise marketers. Here's how it works.

With the hire of Patrick Duffy, Dropzone AI signals a major push in its mission to solve cybersecurity's twin crises with a new breed of AI agents.

As banks shift from AI experiments to high-stakes deployment, a key hire signals a new era for financial intelligence and a major strategic play by Arizent.

A $1.5B advisory team's move from MassMutual to LPL Financial highlights a major industry shift where advanced technology and independence are the new currencies.

A record $1.15M campaign for blood cancer reveals a new playbook where executive influence, not just corporate checks, drives profound social impact.

By securing both SOC 2 Type 2 and the new ISO 42001 for AI, FINTRX is not just checking boxes. It's building a strategic moat of trust and security.

Oxford Financial Group's major Cincinnati expansion highlights a national trend: the strategic battle for top talent and regional dominance in wealth management.

New research reveals a stark divide: leaders prioritize R&D while the public and investors demand reinvestment in workers. Who will win the battle for AI's gains?

Shore United Bank’s appointment of Scot Ebron isn’t just a leadership change; it’s a strategic bet on continuity, integration, and innovation for a new era.

Aviso's landmark deal with Broadridge is more than a tech upgrade; it's a strategic overhaul signaling an industry-wide shift to open, agile platforms.

A local firm wins its community's top award for the eighth time. We look past the trophy to analyze the blend of fiduciary focus and national growth driving its success.

EfTEN United Property Fund's large cash payout caused a NAV dip, raising questions amid lower profits. But a look at its accounting and portfolio reveals a story of strategic capital return.

The financial giant sets its 2027 Investor Day. Beyond the date, it's a signal of intent for navigating a fractured world with a $4.9T balance sheet.

Targeting advisor frustration, Wallace Finance launches a unified AI platform for wealth managers, aiming to cut costs and democratize advanced investing.

A new partnership between Merit Financial and Prizm highlights a major industry shift. Technology is finally enabling a truly holistic view of wealth.

RBC's mid-year outlook reveals a resilient bull market powered by stellar earnings, but warns of historical volatility as yields and election risks loom.

Moneta's appointment of a growth veteran isn't just a new hire; it's a calculated move in the high-stakes chess game of wealth management expansion.