The program aims to help advisors with about $50 million to $300 million in client assets launch and grow their own registered investment advisor firm.

In a consolidating industry, perpetual growth may seem like the only way forward, but financial advisors still have options.

Kindness and culture are as important as platforms and processes to SS&C founder Bill Stone, focusing on data and AI as key ...

The latest EY Global Wealth Research Report finds wealth managers must embrace clients' growing interest in AI.

Private-equity funds have long played a dominant role in providing outside investment for independent wealth management firms. But as registered investment advisor firms get bigger, approaching or ...

For centuries, the dominant narrative has been that the world’s worst problems—poverty, inequality, environmental collapse—stem from not having enough: not enough food, water, shelter, jobs, or ...

Based in Seattle, Washington, Ashley Velategui will report to Bernstein Investments and Wealth Strategies head Alex Chaloff.

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

In 2025’s volatile macro environment, gold has surged in popularity amid rising geopolitical tensions and a weaker U.S.

We have had the privilege of welcoming several new directors recently. We have a strong board with a complementary skill set and are committed to continuing to enhance our overall corporate governance ...

Discover Carlyle Group's Q1 2025 record-breaking earnings, $453B AUM, and strategic initiatives in wealth, credit, and solutions.

Global investment firm Carlyle Group posted a 5.6% growth in first-quarter profit on Thursday, helped by higher fees as its ...