Wealth Management

A new CEO at EQ Retirement Solutions and a strategic merger signal private equity firm Siris's ambitious play to reshape the UK pension administration landscape.

Members Trust Company's appointment of Anna Weyl is more than a new hire; it's a strategic play for the complex world of ultra-high-net-worth clients.

A new platform from Crystal Capital Partners gives advisors unprecedented clarity into private market funds, replacing spreadsheets with a single-screen view.

CogniCor adds RIA titan Shannon Eusey to its board, a move validating its AI platform as a solution to the looming advisor shortage and data fragmentation.

Australia's largest wealth transfer is underway, but outdated wills are a liability. For WA families, modern assets and blended households demand action.

Blue Ridge Associates' new CTO hire signals more than a leadership change; it's a strategic pivot to AI and scalable tech to drive its M&A engine.

A stunning 159% profit surge for Empire Life in Q2. Favorable interest rates and popular new products tell one story, but their tech spending tells another.

Dispatch's new advisory board is a who's who of industry legends. We analyze why they're betting on this fintech to solve wealth management's scaling crisis.

As Perigon Wealth Management surpasses $11B in assets, a major leadership restructure centralizes operations under a dual COO/CIO to future-proof its expansion.

The largest wealth transfer in history meets a revolution in human longevity. A new breed of financial firm is betting your medical data is the key to it all.

Midland States Bancorp's 26th straight dividend increase isn't just a number; it's a carefully crafted message about resilience and long-term value.

GAMCO Investors reports impressive growth, but its true story lies in a fortress-like balance sheet and a classic strategy thriving in the age of AI.

Canadian pension plans posted stellar Q2 returns, but the real story is how AI, geopolitics, and a weak loonie created a perfect storm for growth.

With an unprecedented $85M seed round from elite VCs, Decade and its ex-Nubank founders vow to use AI to create a new generation of millionaires. Is it a financial revolution or a high-stakes gamble?

HSBC Continental Europe's profits fell 88% after a €300M loss on its Malta sale, but a closer look reveals a deliberate pivot toward a leaner future.

With an accounting-first approach and a new CEO, Asset Vantage is set to tackle the growing complexity facing family offices in the new era of AI wealthtech.

VestGen's expanded deal with AI platform Zocks is more than a tech upgrade. It’s a strategic maneuver aimed at solving the industry's twin crises: growth and succession.

Glenn Flego, architect of platforms at Schwab and Fidelity, joins IQExit. His bet on 'Exit Readiness Intelligence' is a major signal for advisors.

Millions focus on building a nest egg, but the real challenge is making it last. A new focus on "decumulation" reveals the hidden risks of retirement.

E*TRADE's latest data shows a pivot to Materials and Industrials, signaling a bet on long-term growth, while caution in Financials reveals inflation anxiety.