Wealth Management

A new AI-powered playbook from Aidentified aims to help financial advisors navigate the historic generational wealth transfer and modernize client prospecting.

National Bank's integration of CWB Wealth sparks fund terminations and a major shift in strategy, forcing investors to make critical financial decisions.

The fintech pioneer just launched an AI-powered advisor. Here's how it plans to change the way you manage money and reshape the entire industry.

With Scottsdale's millionaire population booming, First Western Trust appoints a deeply connected local leader to drive its strategic growth in a competitive market.

Praxis Solutions' new WealthHawk platform uses AI to find clients at key life events, aiming to end cold calling and solve the organic growth puzzle.

A new partnership combines a boutique creative agency with a global tech firm, aiming to redefine investor engagement for the financial industry.

Syntax Data launches Saidee, an AI that builds custom portfolios using proprietary, traceable data, aiming to solve key compliance fears for financial advisors.

LPL Financial promotes two veteran leaders to managing director, signaling a strategic focus on enhancing client solutions and financial discipline.

Issa PR's annual symposium gathers global leaders to decode luxury's future, where storytelling, purpose, and cultural fluency now outweigh heritage alone.

A new AI Readiness Index offers a scorecard for wealth firms, measuring tech sophistication against governance to prevent a growing compliance crisis.

Once a failing firm, Aurelion Inc. bet its future on tokenized gold. The gamble paid off with a profitable quarter, but regulatory risks loom large.

With the appointment of MeMe McNairy-Glenn, Cresset signals a major push to capture the elite wealth market and top advisor talent across the nation.

Aspen Standard Wealth's seventh acquisition since late 2024 highlights its unique 'permanent home' strategy in the consolidating RIA landscape.

Kentucky's MCF Advisors acquires a $617M Cincinnati firm, pushing its AUM to $4.7B and underscoring a private equity-fueled M&A boom in wealth management.

Forum Investment Group hires Ares vet Grant Turner in a strategic bid to scale its 1031 exchange platform and capture the booming tax-advantaged market.

Virtus Investment Partners' deal for Keystone National Group signals a major push to bring asset-backed lending to the mainstream wealth channel.

The insurer posts historic earnings and a $2.9B dividend, showcasing growth beyond insurance into wealth management and strategic tech investments.

The Wynn Signature Chinese Wine Awards returns, using elite judges and global partnerships to elevate China's burgeoning wine industry on the world stage.

Canada's largest agricultural co-op overhauls its board, bringing in finance and pork expertise to navigate a complex and evolving industry.

With over $450M in new assets, Concurrent’s growth highlights a major industry shift as RIAs trade old-school freedom for platform-powered independence.