Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

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Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

Zeplyn, the AI assistant for financial advisors, today announced that Kabir Sethi, former Chief Product Officer of LPL Financial and a senior technology executive at Merrill Lynch, has joined the ...

Jingwei will be responsible for managing investment activities within the WRISE Prestige Hong Kong's mass affluent segment.

The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google ...

The financial behemoth Citigroup (C) has raised CEO Jane Fraser’s pay by 33% to $34.5 million, recognizing her leadership in transforming ...

PE activity in the wealth management sector dates to over a decade ago, but the pace of investment activity and industry ...

The independent asset manager remains in growth mode. It has now hired a client advisor with international experience and an extensive network, who is also well-versed in the Swiss financial market.

Capstone Wealth Advisors, an independent advisory team of six advisors and four support staff led by Ryan Skogstad, ...

Dave Breslin, formerly head of First Republic’s private-wealth unit, runs the new firm, which is being launched as GC Wealth. The company has steadily built up a base of existing high-net-worth ...