Wealth Management

The insurer's double-digit dividend hike follows a year of record core earnings, rewarding shareholders and showcasing its robust financial health.

The Investment Company Institute is linking its industry to America's 250th birthday. Is it a genuine celebration or a strategic rebrand?

As AI reshapes financial communications, 5W PR launches a new division to help investment firms build trust and cut through the digital noise.

Three top advisors' recent Forbes accolades highlight how Steward Partners’ talent-first culture is fueling its rapid rise in the wealth management industry.

The firm adds four new directors, signaling a major investment in advisor support, succession planning, and a strategic expansion in the Carolinas.

Hong Leong Bank moves beyond transactions, offering a holistic advisory model with lifestyle perks to win over Malaysia's growing high-net-worth segment.

The tax giant is betting big on the $250B creator economy with a new platform. Can it solve the financial chaos plaguing today's digital entrepreneurs?

With record contributions and a 118% payout rate, fintech DAF Charityvest is challenging industry norms and reshaping how wealth managers approach giving.

Following a management buyout, the former Delap Wealth Advisory team relaunches as Aerodigm, an independent firm targeting after-tax returns for the ultra-rich.

Cerity Partners is merging with institutional powerhouse Verus, creating a $1.3 trillion advisory firm that will reshape the financial services landscape.

The $10B RIA taps former Hightower CMO Meghan McCartan for a new C-suite role, signaling a major investment in digital strategy to win the advisor race.

The leading wealthtech conference introduces AI University, a hands-on program to give advisors a practical playbook for navigating the AI revolution.

Wolters Kluwer and Palantir lead in user-driven awards, reflecting a market demand for holistic, data-centric solutions beyond traditional finance.

FinLink partners with Rafa.ai, rebuilding its platform to solve the 'graveyard problem' of professional networks with an AI-native marketplace.

A new partnership brings institutional-grade private markets data from Hamilton Lane to financial advisors, aiming to demystify alternative investments.

Neuberger Berman will absorb McKinsey's exclusive wealth manager, MIO Partners, adding $20B in alternatives and a high-net-worth client network.

The global asset manager starts 2026 with a bang, as strong market performance, significant client inflows, and currency effects fuel a $12.7 billion AUM surge.

FMG appoints Hearsay and ISS veteran Matt Newman as CRO, signaling an aggressive push to dominate the enterprise market with unified, AI-powered marketing.

New research reveals a startling trend: over half of UK adults are secretly saving for a potential split, highlighting a major shift in relationship finances.

A spike in layoffs to 14-year highs clashes with extreme investor optimism, raising fears of a major market correction on the horizon for 2026.