Wealth Management

A new partnership between OneVest and CST Spark modernizes education savings, showing how legacy firms can leverage AI and automation to deepen client relationships.

A new report shows 89% of employees trust employer-provided advisors, yet 72% are off-track for retirement. Why the disconnect? It's not about trust, but engagement.

Envestnet unveils a vetted list of interval funds, opening private markets to more advisors. But it's their rigorous due diligence that's the real story.

A young Swiss wealth firm is making headlines with rapid growth and a new EU hub. We look beyond the press release to analyze the niche strategy fueling its rise.

Oakworth Capital adds a 37-year EY veteran to its board. This isn't just a routine appointment; it's a calculated move to fuse global-tier oversight with regional agility.

Sanctuary Wealth's record $5.9B growth in H1 2026 isn't just a number. It's a signal of a seismic shift as elite advisors flee wirehouses for a new model.

First Busey extends CEO Van Dukeman's contract to 2029, a move that cements a legacy of transformational growth and signals a deliberate succession strategy.

A new partnership between Quik! and High Meadow Solutions targets the Achilles' heel of wealth management CRMs: the disconnected, paper-laden transaction process.

A Florida advisory firm's move to Ameriprise reveals the powerful forces reshaping wealth management: a race for superior tech and the urgent need for succession planning.

A new survey reveals a paradox: Americans are more financially engaged than ever, yet retirement confidence has plummeted. What’s behind this anxiety?

Modera Wealth's new CIO and COO aren't just hires; they're a strategic bet on an AI-driven future. Here’s the invisible network they're building.

A new report reveals a dangerous gap between small business owner confidence and their financial preparedness, threatening their long-term security and legacy.

Cresset's appointment of Dheeraj Soni isn't just a new hire; it's a strategic maneuver to fuse Wall Street's tech muscle with bespoke wealth services.

Waton Financial is betting its multi-agent AI platform can deliver institutional-grade advice without the high fees. But can its tech and pixel-art charm win trust?

ProCap Financial's AI agent has amassed $50B in user assets, signaling a new era for investors. But beyond the hype, what are the real gains and risks?

The $9.5B RIA expands beyond the Midwest, partnering with a veteran advisor in Virginia. This move showcases a new growth model for the industry.

Choreo's promotion of Ray Morrill isn't just a personnel move. It's a strategic play to integrate a fast-growing empire and redefine wealth management.

XYPN's annual competition is more than a tech showcase; it's a bellwether for industry trends and a proven launchpad for startups shaping accessible advice.

As the 150-year-old firm rings the NYSE bell, we dissect its journey of adaptation, middle-market dominance, and the Osaic deal that signals its next century.

A new study reveals AI is reshaping advisor loyalty. But as firms race to adopt new tech, the human elements of teaming and mentorship are more crucial than ever.