Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term ...

Black-owned investment firms manage billions in assets while focusing on diversity, addressing systemic barriers and creating ...

Report shines a spotlight on preeminent firms and advisory practices who go above and beyond as financial stewards for their ...

Learn more about whether Northern Trust Corporation or XP Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.

Effective wealth management is no longer limited to spreadsheets or manual processes. For family offices, managing wealth ...

The bank, which has bolstered the connection between its commercial bank and wealth units, seeks to cultivate deeper ...

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

Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its ...

A wealth advisor is one type of financial advisor who focuses on managing the finances for ultra-high-net-worth and ...

CEO Nicolai Tangen told Fortune the task of monitoring the risks of its 9,000 investments now takes minutes thanks to its AI.

Ashley Velategui has been with the firm for nearly two decades, including more than a dozen years at the ultra-high-net-worth ...