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

Technology has played a part in the transformation of private wealth landscape over the past decade, and this pace is ...

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

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

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

Learn more about whether Northern Trust Corporation or XP Inc. is a better investment based on AAII's A+ Investor grades, ...

Learn more about whether The Bank of New York Mellon Corporation or XP Inc. is a better investment based on AAII's A+ ...

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

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 ...

SCB WEALTH, a key business unit of SCB, is dedicated to enhancing the wealth of Thai investors and expanding opportunities for global investments. SCB launched partnership with BlackRock who is the ...