This cosmetic update coincides with the corporate rebranding-shifting from the corporate Wells Fargo Advisors structure to the independent Wells Fargo Advisors ...

The Luxembourg office, now a branch of Rothschild Martin Maurel, will act as a central hub for the firm's wealth management ...

Vanessa Garl, a 19-year veteran of the wealth management industry and current student in Columbia’s Master of Professional ...

"We've crafted something special at Osaic to support credit unions and banks in efforts to deliver exceptional wealth management services," said Greg Cornick, executive vice president of Advice and ...

Effective wealth management is no longer limited to spreadsheets or manual processes. For family offices, managing wealth ...

Segmentation without specialization is sinking wealth management firms faster than market volatility, says XML Financial ...

Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its ...

"We are excited to partner with Citi Wealth to drive growth for their alternatives business globally. iCapital's technology ...

Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes ...

Specialist lender Black & White Bridging (B&W) has appointed Aurora Baja and Toyin Ibrahim-Igbo to its newly formed asset management team. Aurora, who joins from Simple Bridging UK, brings experience ...

“All this will be underpinned by creating value for members through and with NHC Procurement. “I’m confident we have a fantastic team in place to bring together housing in the North to develop insight ...

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Note that there may be inaccuracies in these estimates due to filing errors by the funds ...