This shift presents significant opportunities and challenges for wealth management professionals. At a global level, this ‘Great Wealth Transfer’ is projected to shift $18.3 trillion of ...

The biggest fish in their respective ponds, each has leveraged size to solidify their standing in a rapidly evolving wealth management industry. "Scale" is one of those buzzwords that gets tossed ...

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

The firm recently promoted Luca Michienzi, a CFA and CAIA charterholder with ESG credentials and entrepreneurial experience, to lead its business development efforts in wealth management, alongside ...

Opinions expressed are those of the author. Generative AI (GenAI) is reshaping wealth management by combining advanced machine learning with natural language processing to help drive smarter ...

Taylor Nissi is a senior VP and wealth advisor at the wealth management firm Farther ... Read next BI Tech Memo An icon in the shape of an angle pointing down.