Wealth Management

A new service offers active human management for your 401(k), promising higher returns. But does the personal touch justify the potential cost?

As it marks a century, Richter has evolved from an accounting firm to a unique "Business Family Office," changing how entrepreneurs manage wealth and legacy.

Following a year of robust earnings and a 10% dividend hike, Great-West Lifeco's CEO is set to detail the firm's future plans in a key investor chat.

The acquisition creates an end-to-end intelligence platform, combining institutional AI with alternative data to challenge generic models in finance.

Allocate's 350% asset growth signals a major shift as wealth advisors embrace private markets. Discover how its AI-powered platform is making it possible.

Forbes honors Lisa Detanna for the 10th time. Discover the multigenerational strategy behind her management of $4.4 billion for 800 families.

The firm is enhancing its cross-border support to help clients navigate complex international tax, legal, and investment landscapes in a globalized world.

The wealth management giant reports record earnings and massive client inflows, signaling confidence and a focus on shareholder returns in a competitive market.

Claro Advisors, backed by tech veteran Michael Simon, launches an AI platform to empower advisors, entering a fierce battle for the future of wealth management.

The insurer's double-digit dividend hike follows a year of record core earnings, rewarding shareholders and showcasing its robust financial health.

As AI reshapes financial communications, 5W PR launches a new division to help investment firms build trust and cut through the digital noise.

Three top advisors' recent Forbes accolades highlight how Steward Partners’ talent-first culture is fueling its rapid rise in the wealth management industry.

The firm adds four new directors, signaling a major investment in advisor support, succession planning, and a strategic expansion in the Carolinas.

A new report shows affluent travelers are ditching opulence for authentic experiences, seeking remote frontiers, and prioritizing personal connection over status.

Hong Leong Bank moves beyond transactions, offering a holistic advisory model with lifestyle perks to win over Malaysia's growing high-net-worth segment.

With record contributions and a 118% payout rate, fintech DAF Charityvest is challenging industry norms and reshaping how wealth managers approach giving.

Following a management buyout, the former Delap Wealth Advisory team relaunches as Aerodigm, an independent firm targeting after-tax returns for the ultra-rich.

Cerity Partners is merging with institutional powerhouse Verus, creating a $1.3 trillion advisory firm that will reshape the financial services landscape.

The $10B RIA taps former Hightower CMO Meghan McCartan for a new C-suite role, signaling a major investment in digital strategy to win the advisor race.

The leading wealthtech conference introduces AI University, a hands-on program to give advisors a practical playbook for navigating the AI revolution.