Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning ...

At Nitrogen’s 2024 Fearless Investing Summit, Adam Holt, CEO and founder of Asset-Map Holdings, discussed the accelerating ...

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...

The Torrance, California-based RIA's C-suite hire brings more than 30 years' leadership experience, including at Goldman ...

US RIA Steward Partners has introduced G2G Wealth Management, a hybrid team that will oversee around $377m in client assets.

Corient, which changed its moniker from CI Private Wealth last year, was one of the most aggressive buyers of registered ...

UBS Wealth Management, a global financial advisory firm, has appointed Ryan Lurie as executive director to lead the firm’s ...

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The fund will be managed by Matthew Snider, Chief Investment Officer of Digital Wealth Partners. Snider brings substantial ...

High net worth individuals often need financial advisors because as their wealth grows, managing all of that can be very ...

To seize the opportunity that digital wealth management presents, banks should first look for an engagement banking platform ...