Wealth Management

Rich Friedberg's appointment as CISO signals a strategic shift, leveraging AI and deep security integration to protect a massive wealth management ecosystem.

A new platform from a firm managing $1.3T is giving high-net-worth individuals the same powerful wealth tools once reserved only for billionaires.

Amundi secures regulatory approval for an ICG board seat, paving the way for a 9.9% stake and signaling a major strategic push into alternative assets.

Atlanta's legacy brokerage, Harry Norman Realtors, appoints insider Todd Emerson, signaling a new chapter of continuity amid a stabilizing housing market.

Steward Partners is arming its 300+ advisors with WealthFeed's AI, aiming to transform client acquisition and signal a major tech shift in wealth management.

Fintech leader iPipeline unveils its AI-first platform, iGO Evolve, aiming to transform the financial services sales journey with unprecedented speed.

AE Wealth Management appoints industry veteran Shannon Larson as President to spearhead its ambitious goal of reaching $250 billion in assets by 2035.

As it marks a century, Richter has evolved from an accounting firm to a unique "Business Family Office," changing how entrepreneurs manage wealth and legacy.

After a turbulent year, Beneficient reports a profitable quarter, resolving major legal woes and regaining Nasdaq compliance, signaling a strategic reset.

Sprott Physical Copper Trust plans monthly redemptions and a US market entry, aiming to boost liquidity as global demand for the critical metal soars.

Following a year of robust earnings and a 10% dividend hike, Great-West Lifeco's CEO is set to detail the firm's future plans in a key investor chat.

The acquisition creates an end-to-end intelligence platform, combining institutional AI with alternative data to challenge generic models in finance.

Allocate's 350% asset growth signals a major shift as wealth advisors embrace private markets. Discover how its AI-powered platform is making it possible.

Forbes honors Lisa Detanna for the 10th time. Discover the multigenerational strategy behind her management of $4.4 billion for 800 families.

Top policymakers, including Dr. Agustín Carstens and FATF President Luis Urrutia Corral, will convene in Mérida to address critical cross-border tax issues.

LP's 7% dividend hike reflects strong financials and a cautiously optimistic outlook for the evolving construction and housing markets in 2026.

The firm is enhancing its cross-border support to help clients navigate complex international tax, legal, and investment landscapes in a globalized world.

The wealth management giant reports record earnings and massive client inflows, signaling confidence and a focus on shareholder returns in a competitive market.

Brazil's fintech leader reports a record R$5.2B adjusted net income for 2025, outlining a strategy that pairs AI with human advisors to win the market.

As digitalization untethers companies, a fierce new competition among nations has begun. Who will win the battle for talent, capital, and the future?