Wealth Management

Backed by Temasek's Liminal, Swiss startup motif says its new AI, Clarity, will end financial hallucinations by truly understanding market connections.

National RIA Holistic Planning opens its first Colorado office, spotlighting a move towards integrated tax services and a tech-forward, fiduciary model.

Summit Global Investments appoints Michael Barnett to lead tech and client strategy, signaling a major push in advisor enablement and digital innovation.

The firm's 27th annual list reveals a strategy to engage clients on AI, geopolitics, and luxury experiences, moving far beyond traditional finance.

Philippine fintech giant Mynt reports a 120% quarterly profit surge, fueled by explosive growth in lending, investments, and international expansion.

Lexsoft T3 integrates with major AI platforms via MCP and adds semantic search, transforming it into a secure knowledge source for more reliable AI.

Florida advisor Tom Ruggie again tops national lists. We explore the strategy and specialization behind his firm's sustained, decade-long success.

PFPFA's new Signature Centre at Ngee Ann City signals a shift in wealth management, blending personalized advisory with high-end retail real estate.

With the hire of veteran Sarah Schmitz, Balefire Wealth signals a major strategic expansion into the complex world of corporate retirement consulting.

Global wealth manager AlTi Global is partnering with AI platform Nevis to automate workflows, empowering its advisors to focus on high-touch client service.

Brookfield Wealth Solutions plans to merge with its parent company, posting stable operating earnings despite a net loss driven by market fluctuations.

Backed by SEI's billions, Stratos's acquisition spree isn't just about growth; it's pioneering a new partnership model for independent financial advisors.

Tech leader and space explorer Anousheh Ansari joins Rockefeller's board, a bold move signaling the wealth firm's strategic leap into the age of AI.

Desi Wyatt, a West Point grad and financial services leader, joins CFP Board to drive growth and diversify a profession facing a critical talent crunch.

Wealth firm SEIA is racking up top industry awards. We look at how its unique culture, strategic acquisitions, and deep talent are setting it apart.

A new virtual forum offers a confidential, no-fee space for rising family office leaders, addressing a critical gap in leadership development and stewardship.

The investment giant partners with Corastone, using blockchain to solve operational hurdles and give financial advisors easier access to alternative assets.

A new partnership tackles the rising financial threat of cognitive decline, helping Canadians protect their family, finances, and future from a growing crisis.

With 34 years in finance, John Asta brings a behavioral-focused practice to Missouri City, leveraging Gateway Financial Partners' support ecosystem.

Swan's new AI platform, Vigil Protocol, tackles the 'coordination problem' in wealthy homes, creating a financial runbook to empower both spouses.