Wealth Management

As clients turn to generic AI for financial advice, Nextvestment's platform offers a compliant shield, earning it a top spot on the WealthTech100 list.

The firm appoints Sophie Benander and Joe Hendrickson to spearhead an integrated growth strategy, blending wealth, retirement, and a people-first culture.

Five women from UBS's Arizona offices have been named to a top Forbes list, highlighting individual excellence and a growing trend in wealth management.

Forbes named Matt Gulbransen Minnesota's #1 wealth advisor. We explore the rigorous process behind the rank and the model that builds trust with the wealthy.

Many Americans lack basic money skills, relying on friends or no one for advice. This April, experts highlight a growing crisis and the path to a solution.

Citi Wealth advises investors to anchor in quality U.S. equities, short-term bonds, and gold amid rising volatility fueled by global shocks and inflation.

Binah Capital Group promotes Christopher Motta to President of World Equity Group, a strategic move signaling a focus on operational strength and internal talent.

For the fifth straight year, LVW Advisors' CEO is NY's #1 wealth advisor. We explore the model of sustained excellence that keeps her at the top.

A new partnership brings AI-driven prospect intelligence to seminar marketing, promising to transform how financial advisors identify and convert top clients.

Aviso Wealth extends its WWF Climb for Nature sponsorship through 2028, a move reflecting a strategic shift towards long-term, impactful philanthropy.

A little-known platform rocketed from $420k to $1.5B in three years. We explore the powerful tech engine behind this explosive rise in wealth management.

David Bahnsen’s top Forbes ranking coincides with his firm's 11th anniversary, validating a high-growth journey from a Morgan Stanley spin-off to a powerhouse.

The wealth manager raids BlackRock, Morgan Stanley, and Deutsche Bank for top portfolio managers to bolster its strategic growth in key regional markets.

The deal brings Insurance Planners and Advisors Group into Simplicity's fold, highlighting a strategy of national expansion and industry-wide consolidation.

Cookeville wealth firm Cravens & Company Advisors hires a CFA charterholder as Director of Investments and promotes an analyst in a strategic expansion.

Paul Bodnar takes the helm at CM Wealth, championing an employee-owned model as a strategic advantage in a wealth management industry rife with mergers.

Glen Smith of GDS Wealth Management has been ranked a top advisor for eight years. We explore the rigorous process and client-first focus behind this rare feat.

Soltis Investment Advisors adds GDM Private Financial Solutions, signaling a major industry trend toward all-in-one financial and tax planning services.

The wealth tech leader unveils its InsightX platform and AI Innovation Lab, designed to make advanced analytics accessible to all financial professionals.

Hightower's latest acquisition of Lexington Wealth Management highlights a fierce consolidation trend reshaping the independent advisory landscape.