The Luxembourg office, now a branch of Rothschild Martin Maurel, will act as a central hub for the firm's wealth management ...

Vanessa Garl, a 19-year veteran of the wealth management industry and current student in Columbia’s Master of Professional ...

"We've crafted something special at Osaic to support credit unions and banks in efforts to deliver exceptional wealth management services," said Greg Cornick, executive vice president of Advice and ...

Effective wealth management is no longer limited to spreadsheets or manual processes. For family offices, managing wealth ...

Segmentation without specialization is sinking wealth management firms faster than market volatility, says XML Financial ...

Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its ...

If organizations want to invest in a workforce strategy that centers around skills, they need to build an internal system ...

"We are excited to partner with Citi Wealth to drive growth for their alternatives business globally. iCapital's technology ...

The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its ...

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

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Note that there may be inaccuracies in these estimates due to filing errors by the funds ...

A local wealth management firm says it is suited to handle ... The firm has been around for decades. The current structure came together five years ago following the merger of two predecessor ...