As Chief Planning Officer, Liersch will drive collaboration between investment management and the teams responsible for planning, educational content, and advanced advice. The role is distinct from ...

Wealthfront, a digital wealth management company, has confidentially filed for a US initial public offering (IPO). The number of shares and price range for the offering remain undetermined.

Acacia Research has hired Michael Zambito as the acquisition company's new chief financial officer. Acacia on Tuesday said Zambito has spent the past three decades at Ernst & Young, including the last ...

As ultra-high-net-worth individuals increase in number, many are turning to family offices to manage their complex finances.

Wealth management has long been the preserve of the ultra-rich, but the middle class needs it just as much—if not more. As India’s investing culture matures, expert financial planning could be ...

A historic generational shift is on the horizon, accompanied by an unprecedented transfer of wealth amounting to over 80 trillion dollars. But the heirs of tomorrow—the High-Net-Worth Individuals ...

NEW YORK, June 02, 2025--Evercore Wealth Management today announced the expansion of the firm’s San Francisco office with the appointment of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and ...

Fidelity Wealth Management, which requires minimum investments of $500,000 (excluding 401(k)plans) in eligible Fidelity accounts, charges a fee of 0.2% to 1.5% of the assets under management.

Operating out of Angeles Wealth’s New York office, Rogers will draw on more than 15 years’ experience in professional investing and wealth management to serve the firm’s high-net-worth (HNW ...

B. Riley Financial Inc. is facing more scrutiny from authorities, with the company disclosing that the Financial Industry Regulatory Authority is looking into the firm’s wealth management business.

M&A in the wealth management industry differs significantly from the dot-com bubble burst. The wealth management business model is well-conceived, time-tested and very profitable.