Wealth Management

The wealth management giant is standardizing on VRGL's platform, signaling a strategic tech consolidation to boost advisor efficiency and client engagement.

Angeles Wealth Management acquires XO Capital to launch Angeles Family Office, an integrated service aimed at providing a 'just right' solution for UHNW families.

As private equity dominates the RIA space, Moneta triples its AUM by investing in people. Meet the new partners driving its independent growth strategy.

U.S. News reveals the most stable careers for 2026, while a new survey shows what Gen Z interns really want: mentorship and a path to employment.

A new, AI-powered platform from Trust & Will offers free tools to solo attorneys, aiming to shift estate planning from a one-off task to a proactive relationship.

Orrstown Financial Advisors is opening a dedicated 4,000 sq. ft. office, signaling a strategic push to enhance client service in a growing regional market.

Kyle Addington of American Wealth Advisers joins IFG's new advisory council, giving local clients a voice in the future of financial services nationwide.

A new podcast season peeks inside the minds of the ultra-wealthy as they navigate the complex, often existential, questions that follow massive success.

The leading financial advisor resource rebrands, signaling a major shift beyond digital media to dominate events, research, and education.

Marriott Bonvoy inks a massive deal with the ICC, aiming to connect its 260M members with cricket's 2B+ fans through exclusive, once-in-a-lifetime experiences.

Amid a massive wealth migration to the Sunshine State, Glenmede appoints Joe Coconate to lead its charge in the highly competitive UHNW market.

Independent Financial Group appoints Kirk Badii to its new President's Advisory Council, a move signaling a deeper focus on advisor collaboration and UHNW clients.

As healthcare costs surge, WTW names Sheila Nordquist its new North America H&B leader. Her mandate: drive growth and navigate an evolving benefits landscape.

A new partnership introduces single sign-on and automated onboarding, aiming to eliminate administrative headaches and slash account opening times for RIAs.

A new partnership between Apex Fintech Solutions and Allfunds aims to dismantle barriers to offshore investing, creating a streamlined gateway for global funds.

As household debt soars, Ramsey Solutions relaunches its EveryDollar app with AI tools and live coaching, aiming for a $20 billion annual impact.

Newsweek's 2026 ranking highlights firms excelling in client trust and performance. Here's what sets Fortis Capital Advisors apart in a complex market.

Cetera's COO Tom Gooley announces his retirement after a pivotal tenure, staying on to complete the massive Avantax integration. Who will take the helm?

For the third straight year, WesBanco is named a top regional bank by Newsweek, a nod to its financial health, deep community roots, and customer trust.

Connecticut-based Fair Street Advisors brings $233M to Integrated Partners, highlighting a trend of RIAs leveraging larger platforms for growth.