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

Boston Financial Management was founded in 1976 by Chairman of the Board Richard H. Morse, who will retire as part of this ...

That’s an issue the wealth management industry is going to need to address ... and when we asked if they would rather manage ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

Being proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.

the last five as head of digital wealth management). Other advisors include Indyfin founder Akshay Singh, Linda Litner, a ...

Pathstone, a giant Englewood, N.J., registered investment advisor focused on family offices and the ultra-high-net-worth client, has hired industry veteran Eddie Brown as chief growth officer, the ...

Advisors who have experience working with women clients ... Laura Cuber, wealth advisor at Bartlett Wealth Management in ...

Chapel & Collins manages about $675m in assets, and Waypoint Capital Advisors manages nearly $1bn in assets for UHNW.

Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market.

Data is the foundation for building, training, and refining AI algorithms in portfolio management. Historical and real-time ...

Offering several flexible options, the $3.2B RIA is making the service more widely available to advisors considering a path ...