Wealth Management

CeriFi and Wake Forest University launch a groundbreaking, university-accredited program to train financial advisors for the underserved small business market.

Bluespring Wealth Partners orchestrates a merger creating a $1.7B firm, highlighting the intense M&A trend reshaping the wealth management landscape.

With new CTO Scott Willette, Docupace accelerates its push into agentic AI and cloud, aiming to redefine back-office efficiency in a competitive wealthtech race.

Credent Wealth Management's latest acquisitions highlight an aggressive, private equity-backed growth strategy reshaping the independent advisor landscape.

As trillions shift between generations, old strategies are failing. New research shows why psychographics, not demographics, may be the key to survival.

A new report shows financial advisor confidence is at its lowest point in two years, driven by inflation, market volatility, and political uncertainty.

The $1.5B RIA's move to a unified cloud platform highlights an industry-wide push to scale high-touch client service and abandon legacy technology.

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.