Wealth Management

Summit's partnership with Signet Financial underscores a fierce M&A strategy, a unique model for advisor independence, and a powerful bet on AI technology.

UK wealth manager Atomos Investments boosts efficiency by replacing outdated systems with INDATA's modern, AI-powered investment management solution.

PlanMember partners with SoCal Wealth Solutions, targeting Southern California's educator retirement sector amid a complex and competitive financial landscape.

Houston-based Americana Partners hires an M&A expert as its new CFO, signaling a strategic push to accelerate its already rapid national expansion.

The French banking giant realigns its reporting to reflect key strategic shifts, offering investors a more transparent view of its future performance.

The M&A leader's hire of a top compliance expert signals a shift in finance, where robust governance is now a key driver for strategic growth.

Nour Private Wealth appoints Scott MacKenzie, former Fidelity Clearing President, to its advisory board, signaling a major push into the UHNW market.

With the appointment of Francois R. Farjallah, JAR Capital Group signals a strategic shift towards institutional governance to power its global expansion.

Silvercrest Asset Management will report its 2025 results on March 17, with investors watching if record AUM growth can overcome rising costs and margin pressure.

Dominating a key industry survey, YCharts’ evolution from data tool to an AI-powered workflow hub reveals the future of financial advisory technology.

Women will soon control over 40% of global wealth, yet many feel unprepared. A new HSBC study reveals why financial 'fluency' is the missing link.

Coconut's new platform promises to break down banking silos for a seamless customer experience, but can it overcome deep-rooted operational and compliance hurdles?

Fresh off strong earnings, Sun Life's CFO outlines the firm's strategy for navigating global risks and AI disruption at a key industry conference.

A new book by marketing and referral experts offers a systematic approach for organic growth, blending referral psychology with AI-powered intent data.

Amid an industry talent crisis, Thrivent plans to hire 1,200 advisors in two years, betting on a unique model to capture the next generation of wealth.

A five-year partnership turns Pitt basketball's on-court hustle into over $50,000 for United Way, showcasing a powerful model of local collaboration.

A Wisconsin RIA's launch was nearly derailed by its tech choice. Their story of a mid-transition pivot reveals a crucial lesson for all advisors.

Money remains the top stressor for Canadians, but a new survey reveals a growing majority are taking control through budgeting, saving, and planning.

Stonegate Investment Group's $6 billion move to NewEdge's 'Pillar Channel' highlights a new model for advisor monetization and client-centric growth.

Amid market volatility, a Swiss advisory firm is expanding into Scandinavia, offering digital tools for risk management and sustainable investing.