Wealth Management

The firm leveraged its integrated insurance and investment model to achieve record revenue and a top-10 ranking while defying a looming advisor shortage.

The firm's top spot in the Dallas Business Journal ranking highlights its regional dominance, but what does it mean for local investors and the DFW economy?

LGT Wealth Management UK partners with AI platform Addepar, signaling a major tech upgrade to personalize service for the modern, complex investor.

A new study reveals Gen Z and Millennial millionaires demand tech, transparency, and a new definition of trust, forcing a radical industry shift.

Titanbay appoints Julius Kolberg as Head of Germany, a strategic move to unlock the nation's wealth sector with tech-driven private markets access.

Following the Baker Tilly merger, Moss Adams' wealth unit launches as Threadline Wealth, an independent RIA backed by Cynosure to target HNW clients.

A small firm just topped industry giants in advisor satisfaction. Here's how its independent, no-conflict model is winning in alternative investments.

Timothy Shaw, with nearly 30 years of market experience, launches a new firm on the Stratos platform, underscoring a major industry shift.

A new study reveals a massive shift in retirement strategy, as economic pressures and a desire for purpose lead Americans to embrace a more fluid future.

A veteran advisor alleges Goldman Sachs gave him a 24-hour ultimatum to retire or be fired in a new arbitration claim alleging a pattern of age discrimination.

Westminster’s Puckett Financial Group secures a top state ranking, highlighting the power of its independent, client-first approach to financial planning.

SoFi has topped the JD Power investor satisfaction study, signaling a major shift as its integrated, digital-first ecosystem wins over a new generation.

Summit's partnership with Signet Financial underscores a fierce M&A strategy, a unique model for advisor independence, and a powerful bet on AI technology.

UK wealth manager Atomos Investments boosts efficiency by replacing outdated systems with INDATA's modern, AI-powered investment management solution.

PlanMember partners with SoCal Wealth Solutions, targeting Southern California's educator retirement sector amid a complex and competitive financial landscape.

Houston-based Americana Partners hires an M&A expert as its new CFO, signaling a strategic push to accelerate its already rapid national expansion.

The French banking giant realigns its reporting to reflect key strategic shifts, offering investors a more transparent view of its future performance.

The M&A leader's hire of a top compliance expert signals a shift in finance, where robust governance is now a key driver for strategic growth.

Nour Private Wealth appoints Scott MacKenzie, former Fidelity Clearing President, to its advisory board, signaling a major push into the UHNW market.

With the appointment of Francois R. Farjallah, JAR Capital Group signals a strategic shift towards institutional governance to power its global expansion.