CNBC’s Robert Frank’s sits down for an exclusive interview with NetJets President and Inside Wealth Advisory Board Member Patrick Gallagher.

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 ...

Every year, Accounting Today ranks the top CPA firms by assets under management, highlighting the key players in this major service niches for accountants For our 19th annual ranking, we received ...

Mather’s fourth in the San Francisco Bay area. The acquisition of Pillar Wealth Management Inc. expands Mather’s regional footprint in serving high-net-worth and ultra-high-net-worth ...

HOUSTON — Dozens of local employees will be laid off from a wealth management firm’s Houston office. New York-based Atria Wealth Solutions filed a Worker Adjustment and Retraining Notification ...

SANTA MONICA, Calif. & NEW YORK & HOUSTON--(BUSINESS WIRE)--Angeles Wealth Management, LLC, (“Angeles Wealth”), a national wealth management firm serving generationally wealthy families ...

The firm—which has a network of about 29,000 financial advisers nationwide and describes itself as one of the fastest-growing wealth management firms in the United States—continues to expand ...

From personal health to financial health. Tariffs pose a near-term threat to assets under management in wealth and asset management, Antoine Dupont-Madinier, a London-based managing director in Li ...

Patrick Dlamini was named as the next CEO of ... PIC had 2.69 trillion rand ($142.3 billion) in assets under management as of March 31, 2024, the most recent data available, and manages the ...

It’s long been acknowledged that the US dominates global wealth management, but even seasoned financial professionals may be taken aback by the sheer disparity. The American market is more than ...

InvestmentNews is proud to unveil its 5-Star Wealth Management Teams for 2025, a special recognition of elite advisory groups making measurable impact for clients and the industry at large.

Chicago’s banks are beefing up the investment services they offer their richest customers as they view the wealth management sector as a consistent source of long-term profit growth. A growing ...