Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

The bank’s market position – behind its peers – is a challenge that allows it to find ways to leapfrog competitors, Citi’s ...

Zeplyn, the AI assistant for financial advisors, today announced that Kabir Sethi, former Chief Product Officer of LPL Financial and a senior technology executive at Merrill Lynch, has joined the ...

The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google ...

PE activity in the wealth management sector dates to over a decade ago, but the pace of investment activity and industry ...

The independent asset manager remains in growth mode. It has now hired a client advisor with international experience and an extensive network, who is also well-versed in the Swiss financial market.

Stifel Financial is a top pick for long-term growth with solid Q424 results, a 10% dividend hike & solid wealth management ...

Global strategy consultancy L.E.K. Consulting announced that Justin Tan has joined the firm as a Partner and Head of the Asia-Pacific Financial Services practice.

New appointment to drive enhanced investment strategies and client-centric solutionsHONG KONG SAR/SINGAPORE - Media OutReach Newswire - 14 February 2025 - WRISE Group ...

PHOENIX — A former Vice President at Morgan Stanley and Merrill Lynch is warning against a Trump plan to potentially eliminate the Consumer Financial Protection Bureau.

HONG KONG SAR/SINGAPORE - Media OutReach Newswire - 14 February 2025 - WRISE Group announced today that Chen Jingwei has been appointed Regional Chie ...