Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.

Advisors are seeing more high net worth clients impacted by the so-called 'SALT torpedo'. Here's how they are dealing with it ...

HSBC, Europe's biggest bank by total assets, is launching a dedicated wealth centre for affluent clients in Dubai, in an effort to grab a larger share of the rapidly growing wealth and asset ...

The Osaic CEO kicked off ConnectED 2025's conference keynote by providing a state of the industry and where things are headed.

In McIntyre’s view, these results should be seen in the context of his change agenda. “We are in the midst of a significant ...

Addepar notes that in wealth management, where client expectations are more demanding, saving time has understandably become a priority.

Chip, the digital wealth management platform, has announced a £6 million funding round that values the company at approximately £208 million.

Bakish Wealth has signed on with Manulife Wealth, adding more than $350 million in assets under management to the insurance giant’s platform.

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management solutions, yesterday kicked off ConnectED ...

Nikita joins Klay Wealth as Managing Director and Deputy CEO, following a distinguished 17-year career at J.P. Morgan, where ...