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

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

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman ...

This is particularly effective for assets expected to appreciate, such as shares in a family business or investment real ...

Consolidation may be a prevailing industry trend. But the founders of a Chicago-based RIA see no reason to join a large ...

In the rapidly evolving landscape of wealth management, artificial intelligence (AI) has emerged as a transformative force.

the transition represents a major wealth planning moment. It also has big implications for the wealth management industry, ...

Growing number of wealthy women aged 51-60 prefer stable investments, ESG principles, and professional wealth advisors for ...

Employees with pension benefits may be rare, but financial advisors at the Hawaii State Federal Credit Union see them every ...

"The integration of AI into our wealth management planning is a natural evolution of our commitment to delivering exceptional value and outcomes for our clients." The AI integration project is set ...

Erin Wood of Carson Group discusses the organization’s recent push to provide financial planning resources across plan and ...

Houston, Nov. 13, 2024 (GLOBE NEWSWIRE) -- Linscomb Wealth (LW), a Cadence Bank (NYSE: CADE) subsidiary providing wealth ...