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 ...

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

A wealth advisor is one type of financial advisor who focuses on managing the finances for ultra-high-net-worth and ...

The new team is Foundation Wealth's second office in Calgary, underscoring the firm's continued growth across Western Canada ...

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 ...

Venture Visionary Partners thinks that a futuristic Lab—and a little help from AI—can redefine the client-advisor ...

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

And Red River College Polytechnic (RRC Polytech) today announced the inaugural 10 recipients of the IG Empower ...

When the Financial Conduct Authority issued its ‘Dear CEO’ letter to wealth managers in late 2023, labelling it an ...

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

Ashley Velategui has been with the firm for nearly two decades, including more than a dozen years at the ultra-high-net-worth ...