Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes ...

Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ...

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

Offshore trusts can be a powerful tool for modern millionaires seeking to better protect their wealth from lawsuits, market ...

When the Financial Conduct Authority issued its ‘Dear CEO’ letter to wealth managers in late 2023, labelling it an ...

Many buyers and sellers of wealth management firms are likely to thrive, ensuring their clients receive excellent care. However, after the initial euphoria of the merger subsides, numerous buyers and ...

Crain's released its latest list of the largest wealth management firms in Northeast Ohio, and after a near tie for No. 1 in ...

A new report from consulting firm BCG revealed that more than 70% of the industry's $58 billion in revenue growth in 2024 was ...

Manulife Financial Corp. narrowly beat expectations in the first quarter, fueled by momentum in its Asia and wealth management segments.

Sun Life Financial on Thursday reported a rise in first-quarter profit, as the life insurer was helped by strength in its Asia market and strong performance in its wealth and asset management business ...

Expectations are the wealth business could fetch around $500 million at the low end, $700 million at the upper.