Private-equity firm GTCR said it has agreed to acquire FMG Suite, a marketing and software company used by financial advisors ...

AI in financial decision making is emerging as the path forward. But the real opportunity lies in knowing how and where to ...

A key enabler of BNP Paribas’s growth is its “one bank” model, integrating wealth management with other divisions like global banking, real estate and asset management. “This is not a solo show,” he ...

B ruce K. Lee, who is the CEO and founder of Keebeck Wealth Management, has made artificial intelligence (AI) a priority for ...

Plante Moran in Southfield, one of the nation’s largest certified public accounting, tax, consulting and wealth management firms, has promoted 26 new partners and three affiliated entity members, ...

PESOF V is 50 South Capital's fifth dedicated secondaries fund and continues the firm's multi-strategy approach to the secondaries market, targeting LP-led transactions, GP-led single- and multi-asset ...

Ducere Wealth, a multi-generational, tech-forward wealth management firm, proudly announces its official launch, offering a people- and progress-driven alternative to the conventional financial ...

Key Points - Adjusted earnings per share (EPS) of $3.49 in Q2 2025 beat analyst estimates by 2.65%, while GAAP revenue in Q2 2025 was just shy of expectations. Free cash flow (non-GAAP) rose 59% to ...

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual ...

Some 81% of high-net-worth individuals are already thinking about finding new financial advisors after coming into money.

Thinking about launching your own wealth management firm? Learn the 9 essential steps to go independent, build your brand, ...

For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their ...