Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...

A wealth management team that began working together at United Capital Financial Advisers, which was acquired by Goldman ...

Venture firm General Catalyst has hired 20 former staffers from First Republic Bank, one of the casualties of the 2023 ...

WMBC was co-founded 22 years ago by wealth advisor Scott Coles, ChFC, CLU, who has more than 40 years in the wealth ...

The firm is joining a new division Osaic launched in 2023 after recruiting a top executive from local competitor Dynasty ...

In wealth management, AI opens new possibilities for personalization and accessibility, redefining how advisors and clients ...

With a strong presence across Australia, Switzerland, and United Arab Emirates, Capital Haus is expanding into new ...

The rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how ...

The use of AI in wealth management can be valuable, but it can yield even greater results when used alongside human expertise ...

While many financial institutions have only recently begun exploring AI-driven investment strategies, Smart Wealth has been ...