Wealth Management

Cliffwater's hire of Sean Brenan and launch of its Cascade Real Assets Fund is a calculated move to exploit market turmoil and democratize access to private assets.

A tectonic shift is underway in how we get paid. Driven by AI and new laws, compensation is moving from a back-office task to a strategic business driver.

Toronto's Goodreid Investment Counsel ditches a decade-old system for d1g1t's integrated platform, a move highlighting a critical shift for boutique firms.

A new AssetMark study reveals many advisors' gains are just market lift. The real winners are building systems for hiring, referrals, and accountability.

With a massive discount and an activist investor on its tail, Highland Opportunities Fund doubles down on a buyback strategy. Can $100M succeed where a previous program struggled?

As generic AI struggles with enterprise needs, Mosaic AI launches a platform for complex B2B support, promising rapid deployment and measurable cost savings.

New research reveals Indigenous-led projects are not just a social good, but a critical economic engine for Canada's energy transition and resource economy.

With 91% of people lacking financial advice, Plum's new AI tool promises a free, personalized plan. But can a chatbot truly manage your future? I crunched the numbers.

An employee partnership at Canaccord Genuity just bought $12M in company debt, a bold move signaling deep internal faith in its future amid record profits.

New Dawn Franchising emerges from stealth with a tech-enabled platform aimed at solving the E-2 visa's biggest challenge: finding a stable, compliant U.S. business.

BerryDunn's EVOLVE summit revealed the banking industry's new playbook—a high-stakes game of AI integration, risk management, and economic foresight.

Millions of Americans face a hidden tax threat within their retirement accounts. A new book by financial professionals details the risks and offers strategies.

As Vivos Therapeutics pitches its revolutionary sleep apnea solution to investors, it's not just selling a device; it's fighting for its financial life.

BMTC Group posts a dramatically improved bottom line, but a closer look reveals a struggling retail core being propped up by market gains and a risky bet on real estate.

With retail investors making up a third of market volume, a new AI tool from a celebrated educator promises to deliver institutional-grade insights to the masses.

T. Rowe Price marks 50 years of two foundational funds. We analyze how innovations from the 1970s became essential tools for navigating modern market chaos.

BestFarewell's appointment of Rianka Dorsainvil isn't just a hire; it's a signal. A look at how AI and human expertise are converging in a new system for legacy.

With expanded coverage for 52 million Americans, Tonix Pharmaceuticals' TONMYA® is not just a drug launch; it's a market disruption for chronic pain.

EQT appoints M&A mastermind Gustav Segerberg as CFO, signaling a doubling-down on its aggressive growth strategy. What does this mean for its future?

A silent demographic cliff threatens trillions in assets. With 75% of advisors unprepared for transition, a new framework argues for legacy over exit.