AlTi CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, but it created a permanent path ...

Our tech columnist discusses AI and compliance with the chief executive of one of the industry’s largest providers of ...

Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, ...

Testimonial IQ's co-founder and CEO explains why financial advisors should care about Google reviews, the role of compliance ...

At its core, technology is about creating better, more memorable experiences for its end users. Advisors, for example, want ...

BlackRock has pulled in $360 billion of total net inflows so far this year, surpassing the full-year net flows of 2022 and ...

Synapse Financial's collapse has caused a ripple effect within the fintech industry, due to the roughly 20 banks and 100 ...

Hamers, 58, is an external senior adviser at Arta Finance, a digital-wealth platform leveraging artificial intelligence in an ...

Gen X, millennials and Gen Z are set to inherit $84 trillion in assets—they have different priorities that aren’t reflected ...

According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he ...

The Federal Reserve’s signaling to market that their next moves will be rate cuts actually makes it more difficult to cut ...

The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy ...