Wealth Management

Knights of Columbus Asset Advisors appoints fintech expert Deepak Devaraj to lead its $30B fund, signaling a new era for faith-based investing.

The $20B wealth firm appoints a veteran partner as its first CEO, signaling a new era of strategic growth while doubling down on its core values.

Carta partners with Morgan Stanley and Vestwell to launch an integrated 401(k), allowing startup employees to manage equity and retirement in one place.

From the founders of thinkorswim, a new AI platform claims you're underpaid by millions and offers tools to prove it. Here's how Lossdog works.

The firm's redesigned, human-centered client portal signals a major shift in the competitive landscape, pushing user experience to the forefront.

A new study of 500+ leaders shows most firms use AI superficially, facing intense ROI pressure, governance hurdles, and a growing talent gap.

The new agentic AI platform integrates with advisor CRMs and tools to automate workflows, promising a 25% client capacity boost and stricter compliance.

A new app aims to reduce the burden on families by centralizing care, medical, and long-term financial plans in one secure platform.

The independent wealth firm taps industry veteran Pete Alliegro for a new CIO role, signaling a major push to enhance its investment platform and attract top advisors.

Graphene's new platform for Alpha Investment Office, backed by SEI, highlights a revolution in wealth management: outsourcing complex tech to win clients.

The regional bank's latest dividend reflects record earnings and a thriving local economy, making it a stable choice for income-focused investors.

After 11 years, Tucker Donahue is GFG Capital's new CIO, a move signaling strategic continuity and a deeper commitment to client engagement.

The CEO Magazine launches a platform to curate trusted businesses for the elite, but its model raises questions about the line between endorsement and advertising.

Aventura Private Wealth closes its second Anduril offering, signaling a major shift as private capital floods into high-tech defense disruptors.

The media giant joins a growing list of corporations matching a $1,000 federal contribution to new child investment accounts for its U.S. employees.

A new platform from a firm managing $1.3T is giving high-net-worth individuals the same powerful wealth tools once reserved only for billionaires.

Amundi secures regulatory approval for an ICG board seat, paving the way for a 9.9% stake and signaling a major strategic push into alternative assets.

Steward Partners is arming its 300+ advisors with WealthFeed's AI, aiming to transform client acquisition and signal a major tech shift in wealth management.

Fintech leader iPipeline unveils its AI-first platform, iGO Evolve, aiming to transform the financial services sales journey with unprecedented speed.

AE Wealth Management appoints industry veteran Shannon Larson as President to spearhead its ambitious goal of reaching $250 billion in assets by 2035.