Naim, Joshua Driskell, Jordi Pujol, and Mike Watson offer key insights on 2025 wealth management and estate planning ...

EP Wealth Advisors, a registered investment advisor (RIA), has announced a strategic acquisition of Buffington Mohr McNeal ...

Millennials and Gen Zers said they were unimpressed with poor digital offerings or a lack of services and products from their ...

Hub International Limited has announced that it has acquired the assets of Veripax Wealth Management, Inc. (VWM), an ...

FINJPX Capital Management. Headquartered in Florida and now expanding to new offices in the heart of Brickell, FINJPX is ...

Building on insights from the recent Hubbis feature, India’s Private Wealth Investment Leaders 2025, which profiled firms ...

In its fourth deal of the year, Mariner adds a New York practice that provides complex services to wealthy clients, including ...

Gregg George, a founder of Crescent Grove Advisors, says the wealth management firm is doubling down on its organic-only ...

Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, today ...

Quantel Asset Management, an AI-powered wealth advisory firm based in New York, and Sincere Syndication, a Chennai-based ...

RedBird Capital, Bridgepoint and Great Hill Partners are among the firms investing in the wealth management sector.

MarshBerry’s role is to help sellers look beyond the headline number and assess what the future of the business will look ...