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 ...

Ng’s vision for AI in wealth management is rooted in practical optimism. He envisions a future where clients and wealth ...

Neo Group has appointed Shajikumar Devakar as co-Founder and CEO of Neo Wealth Management. Shaji's experience includes ...

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

On the first front, partner due diligence is becoming a make-or-break function. By integrating fintechs, wealth management ...

Wealth management platform provider Addepar has hit a valuation of $3.25 billion in a fresh $230 million funding round, as it benefits from a race by financial advisors to arm wealthy clients with ...

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

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

Swiss banks risk billions and face legal action by ignoring tax. An international tax expert highlights the opportunities of ...

Meanwhile, cash management platform Max inks another hybrid RIA partnership, and Surge Ventures unveils an integrated AI ...

Scotia Wealth Management said it entered a referral arrangement with the Canadian subsidiary of India's ICICI that will see it offer wealth-management solutions to customers. ICICI Bank Canada ...