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 longer life doesn’t guarantee a better one. But with the right planning, support, and vision, your clients can have both.

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 ...

The industry conflict of interest takes many common, controversial or outright confusing forms. Here's what financial ...

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 ...

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

The unit, Citi Global Alternatives, represents more than 180 funds distributed by the bank across asset classes including ...

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