Dr. Nicholas E. Michels, bestselling author of Rich by Choice, understands money management’s growing complexities.

Eduardo Savastano, a former veteran in Citigroup Inc.’s wealth management division, is preparing to acquire almost all of ...

Also, another independent RIA has opened its doors under the leadership of a former chairman, president, and CEO of a storied ...

These committees are being reimagined as a tool for families, not to centralize control but to decentralize wisdom.

New Zealand accounting software giant Xero agreed to buy New York payments provider Melio for $2.5 billion, the companies ...

The wirehouse alum is stepping into a newly created role that "combines planning philosophy, tech-enabled advice and human ...

One of the biggest differences between wealth managers and financial advisors is the net ... Fidelity has a wealth management service with an eligibility requirement of at least $250,000 managed ...

Brighthouse Financial has narrowed down a field of suitors to money manager TPG and Abu Dhabi-backed financial investor Aquarian Holdings, as the U.S. life insurance and annuity provider continues to ...

Edelman Financial Engines has appointed Michael Liersch as its chief planning officer, set to start on August 29, the company ...

Wealthfront, a digital wealth management company, has confidentially filed for a US initial public offering (IPO). The number ...

Switzerland and the United States lead in average wealth per adult, followed by Hong Kong SAR and Luxembourg. In median wealth per adult, Luxembourg comes out top, followed by Australia and Belgium.