Wealth Management

In a major strategic move, Coastal Wealth appoints a 22-year industry veteran to a new leadership role, signaling an aggressive expansion in wealth management.

The insurance giant posted a 23% jump in adjusted EPS, fueled by a private equity surge and robust growth across its international business segments.

A new digital intelligence platform from Luxury Roundtable aims to arm professionals with human insight to navigate a complex and rapidly evolving luxury sector.

A historic 142 deals and $1.67 trillion in assets changed hands in Q1 2026, as private equity, tech, and global ambitions fuel a record consolidation wave.

As Chinese wealth seeks global opportunities, firms like YNG Group are navigating a complex web of regulations and geopolitical risks to guide investors.

Over half of Adecco Group's shareholders chose new shares over cash, allowing the firm to retain CHF 79 million for its strategic tech and debt goals.

Equitable Holdings posts a 25% earnings jump while forging ahead with a transformative merger with Corebridge, creating a new industry behemoth.

While the broader housing market cools, Las Vegas's exclusive golf communities maintain their value. A new report offers a glimpse inside this resilient niche.

A new study shows advised households have twice the net worth of their peers. What stops millions from seeking guidance that could change their lives?

Omaha's Sequent Planning lands on USA TODAY's prestigious list of top advisors. Discover the blend of strategic growth and fiduciary care that fueled its rise.

Ncontracts' new Nquiry platform combines 17 years of data with human experts, promising financial firms fast, defensible answers in a complex regulatory world.

The New Hampshire bank posted a 25% year-over-year profit jump, expanded margins, and grew loans, demonstrating resilience in a volatile global market.

The Israeli financial giant's inclusion in the elite global index signals a new era of international investment and validates its strategic global ascent.

UBS lands 34 teams on Forbes' 2026 list for SoCal & Hawaii, revealing a strategy of deep regional expertise and the future of personalized financial advice.

The Mather Group's partnership with Sebold Capital highlights a key industry trend: acquiring deep expertise to serve the integrated needs of entrepreneurs.

LCL and Crédit Agricole Assurances finalize the acquisition of Milleis Group, a strategic move to dominate France's affluent client market.

The ADL will soon release its 2025 audit on antisemitism. Past data shows a record surge, raising concerns over campus safety and policy effectiveness.

Banks capture only 4% of their clients' wealth. A new partnership aims to fix this multi-trillion dollar problem by unifying fragmented data.

Fusion Financial Partners' co-founder will help shape AdvizorStack's open-architecture platform, signaling a major shift away from vendor lock-in for RIAs.

A new platform from wealth firm Earned aims to close the critical financial knowledge gap for doctors burdened by debt and complex financial decisions.