Wealth Management

Bluespring Wealth's acquisition of Element Wealth Advisors highlights a key industry trend: indie firms are seeking scale and tech to fuel client-first growth.

Americans feel more secure about retirement than ever, yet a new BlackRock study warns their savings may only cover half their needs, fueling a push for AI and 'personal pensions'.

New research reveals Canadian investors prioritize fair treatment and oversight above all, a direct challenge to a regulatory agenda focused on product innovation.

With capital ratios that dwarf its peers, Charles Schwab's latest Fed stress test results signal more than just compliance—they reveal a strategic bulwark.

A new ranking from CNBC spotlights a major industry shift. It’s no longer just about assets; it’s about integrated, tech-enabled fiduciary care.

CNBC's new Elite Advisors list isn't just another ranking. It's a strategic blueprint for the future of UHNW advisory, where independence is the ultimate asset.

In a volatile economy, securing retirement income is paramount. We deconstruct expert strategies for cash flow, risk management, and long-term stability.

PCS Retirement's new COO isn't just a leadership shuffle. It's a strategic move to manage explosive growth and overhaul its tech for advisors and savers.

A new report reveals U.S. financial advisors face a fundamental reset, battling market fears, AI rivals, and a massive wealth transfer to redefine their value.

A new survey shows advisors face a fundamental reset. They must balance AI's threat and promise, capture a historic $84T wealth transfer, and guide clients through volatility.

Humanity Labs hires a top strategist to deploy its 'AI Workforce,' aiming to solve wealth management's capacity crisis by augmenting, not replacing, advisors.

A quiet exodus is underway in wealth management. As investors demand financial advice that aligns with their values, some advisors feel their firms are silencing them.

DayMark Wealth Partners and Opto Investments are rewriting the rules, using AI and aligned incentives to bring exclusive private market deals to affluent clients.

Peachtree Group's new partnership with Goldman Sachs isn't just another deal. It's a strategic move that reveals the future of wealth management.

A record $63.8 trillion is now held by the ultra-wealthy. Altrata's new report reveals how AI, new geographic hubs, and entrepreneurs are reshaping this elite class.

SoFi's new AI platform, Composer, lets anyone build complex investment strategies. But does this truly empower everyday investors or just introduce new risks?

National Bank Investments' latest ETF and fund launch is more than a product expansion; it's a calculated response to the seismic shifts in investor demand.

A new Fidelity poll reveals nearly half of Canadians are raising trade concerns with advisors, turning the CUSMA review into a personal finance emergency.

CIBC Global Asset Management replaces its Real Assets Pool manager, bringing in Cohen & Steers and Maple-Brown Abbott to deepen expertise and target performance.

As billions flow into tax-advantaged passive investments, Passive Realty Group's network expansion signals a larger shift in how wealth is preserved.