03/25/2026
Thomas Ruggie reveals why independent multi-family offices are fast becoming the go-to solution for those seeking truly unbiased, integrated, and sophisticated financial guidance.
03/25/2026
This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.
03/25/2026
Santander Private Banking has been awarded 15 prizes by Euromoney magazine.
03/25/2026
In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size
03/25/2026
Texas-based money manager’s decision to pull its proposal clears way for rival offer
03/25/2026
For investors, the list serves as a vital tool to help identify advisors with the experience and infrastructure necessary to manage complex financial needs.
03/24/2026
The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm.
03/24/2026
"Now AI threatens to repeat that pattern at an even larger scale."
03/24/2026
The advisors honored represent the firm’s offices in Georgia, Illinois, and Maryland.
03/24/2026
Nour Private Wealth (NPW) is expanding its private wealth management company platform in direct response to that evolution
03/24/2026
Upgraded space features dedicated event venue for lunch-and-learns, educational workshops, and community engagement
03/24/2026
The transition follows Moss Adams' merger with global advisory firm Baker Tilly in June 2025.
03/23/2026
This year marks the fourth consecutive year RBC Wealth Management has been recognized by Euromoney for its continued excellence in the industry.
03/23/2026
The last hurdle has also been cleared: UBS has received a national license in the USA.
03/23/2026
CEO of world’s biggest asset manager says rich backers of artificial intelligence could reap most of the rewards
03/23/2026
Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.
03/23/2026
Treasury Partners provides comprehensive financial services for clients, including wealth management, asset allocation, financial planning, estate planning, and corporate cash management.
03/23/2026
Chichester, who brings over two decades of experience to Maridea, will join the firm as a senior financial planner.
03/20/2026
Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.
03/20/2026
UBS targets 15% pre-tax margin in US wealth division, up from 13% last year