Wealth Management

With $65M in total funding, Zocks is scaling its AI platform to tackle the advisor shortage and transform client engagement in wealth management.

Advyzon and Schwab Asset Management partner to offer manager-traded bond strategies, signaling a major shift for wealthtech platforms and advisors.

CPABC honors six accountants, highlighting a new generation of financial leaders and the profession's deep commitment to community service and ethics.

With a 20% revenue jump and explosive profit growth, Financial Gravity's Q1 results signal its strategy to democratize family office services is paying off.

Amid economic pressures, a Sun Valley conference aims to equip smaller nonprofits with the sophisticated financial strategies needed to survive and thrive.

Gradient Investments is democratizing access to exclusive assets like private equity. Learn how their new Private Wealth Series aims to change investing.

PNC launches a new digital brokerage platform with $0 commissions and fractional shares, blending self-service tech with traditional financial advice.

LPL Financial partners with Wealth.com, giving 32,000 advisors AI tools to automate complex estate planning and deliver more holistic client advice.

Wealth management giant Focus Financial Partners is equipping its advisors with Jump's AI, a move set to redefine productivity and client relationships.

A new partnership aims to simplify the notoriously complex 401(k) rollover process, helping millions of Americans consolidate their retirement savings.

The firm's win at the Miami Family Wealth Report Awards signals a major shift in how Latin America's ultra-wealthy manage their digital legacy.

The firm's new all-in-one service challenges the siloed approach to financial advice, bundling tax prep into its membership at no extra cost.

The independent firm hires James Pruskowski, a bond market heavyweight, signaling a strategic move to bolster its fixed income and wealth management expertise.

Guardian's new 2026 outlook advises cautious growth, highlighting a major shift towards private market investments for mainstream investors.

Global property giant Knight Frank partners with LA's Carolwood Estates, signaling a major shift toward local expertise in a disrupted US luxury market.

Prime Capital Financial acquires Bradshaw Rogers, adding $600M AUM and bolstering its new tax advisory practice while expanding its footprint in the Carolinas.

With its new podcast season, Wealthspire joins a movement where wealth management is about more than money—it's about legacy, impact, and values.

Ohio-based Alluvial Private Wealth adds a $190M advisor, showcasing how strategic partnerships are fueling rapid growth in the independent wealth space.

With the financial industry facing a severe talent shortage, FinServ Foundation adds Erin Wood and Brian Hamburger to its board to mentor the next generation.

Premier Sotheby's CEO Budge Huskey advances to No. 44 on the Swanepoel Power 200, a testament to his strategic leadership in a shifting market.