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

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 ...

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 ...

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

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

Private-equity funds have long played a dominant role in providing outside capital for independent wealth management firms. But as registered investment advisor firms get bigger, approaching or ...

In an op-ed for the Washington Examiner, he said wealth inequality has soured many people on capitalism. “Trump Accounts,” as the proposal calls them, could be the antidote, he said.