09/25/2024
America is at a tipping point where Baby Boomers, who have dominated the wealth market for decades, are gradually passing the baton to younger generations.
09/25/2024
Over half of family offices have built portfolio exposure to generative AI technologies, a Citi Private Bank survey reveals
09/25/2024
The Nashville-Based Firm Enhances the Growing Kingswood U.S. Fee-Only Business and Asset Management Services for Affiliated Advisors
09/25/2024
Ultra-rich families have often run their wealth from a single-family office located where their business exists, or their money was made, and where most members of their family live.
09/24/2024
Now in its 10th year, the WealthManagement.com Industry Awards aims to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
09/23/2024
The purchase could add around 400 independent and employee brokers to Stifel’s roughly 2,400 and would fit with Stifel CEO Ron Kruszewski’s pattern of opportunistic acquisitions.
09/23/2024
The solution is said to collate private equity, private credit, and real assets into a single portfolio, which will be managed by both companies
09/20/2024
The study found around three out of four (74%) questioned said they expect to increase investment in technology to help address regulatory demands with 35% expecting a dramatic increase over the next three years.
09/20/2024
Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools
09/20/2024
But it’s not all about megafunds—middle market funds will also soon be taking advantage of opportunities in this recovery.
09/20/2024
Innovative wealth management firm empowers advisors with ownership mentality and client-centric approach.
09/20/2024
The brokerage giant is enlarging its network of affiliations yet again with the veteran-led practice coming in from Osaic.
09/20/2024
In creating its Top 100 RIA Firms list, Barron’s says its goal is to shine a spotlight on the nation’s best financial advisors
09/19/2024
Williams Jones offers a wide range of services, including investment management, financial planning, retirement planning, estate planning, and philanthropic guidance.
09/19/2024
One of the key lessons of economic history is that technology alone cannot determine investment performance
09/18/2024
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
09/18/2024
But 57% said more offices were needed as investment portfolios have diversified or become more sophisticated and 41% have done so in response to risk posed by geopolitical issues.
09/18/2024
More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.
09/18/2024
Partnership is EP’s largest in the Southeast – adds talent and tools to enhance current offerings
09/17/2024
New location in Hudson Yards deepens firm’s presence in New York City and reaffirms commitment to tech advancements to enhance client and employee experience