Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech ...

The world is witnessing a remarkable transformation right now, with family offices emerging as potent engines of wealth ...

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

As holistic planning becomes table stakes, research reveals how the rising influence of AI and having a digital orientation can help wealth firms get ahead.

A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the ...

This bold vision – and the flawless execution – have earned iCapital the title of “World’s best technology provider for ...

Tom Ruggie, CEO of Destiny Wealth Partners, has been a leader in wealth management for decades, but 2024 has been a standout ...

With over 30 years of experience, Investment Insight Wealth Management shares how independent firms are adapting to rising ...

Robinhood is rolling out wealth management and private banking services for investors with modest portfolios, as the trading ...

With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close ...