Wealth Management

Backed by SEI's billions, Stratos's acquisition spree isn't just about growth; it's pioneering a new partnership model for independent financial advisors.

Tech leader and space explorer Anousheh Ansari joins Rockefeller's board, a bold move signaling the wealth firm's strategic leap into the age of AI.

Desi Wyatt, a West Point grad and financial services leader, joins CFP Board to drive growth and diversify a profession facing a critical talent crunch.

Wealth firm SEIA is racking up top industry awards. We look at how its unique culture, strategic acquisitions, and deep talent are setting it apart.

A new virtual forum offers a confidential, no-fee space for rising family office leaders, addressing a critical gap in leadership development and stewardship.

The investment giant partners with Corastone, using blockchain to solve operational hurdles and give financial advisors easier access to alternative assets.

A new partnership tackles the rising financial threat of cognitive decline, helping Canadians protect their family, finances, and future from a growing crisis.

With 34 years in finance, John Asta brings a behavioral-focused practice to Missouri City, leveraging Gateway Financial Partners' support ecosystem.

Swan's new AI platform, Vigil Protocol, tackles the 'coordination problem' in wealthy homes, creating a financial runbook to empower both spouses.

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.