Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

It took four decades for the top 0.00001% of Americans’ share of total U.S. household wealth to grow from 0.1% in 1982 – when ...

Orland Park-based OFM Wealth was founded in 1981 by Sam Ogrizovich. The firm, with more than 175 clients, offers financial ...

Perpetual Wealth Management has added five senior financial advisers, enhancing its team across Australia. Michael Innes and Antony Pupovac will join the private clients division in Queensland as ...

Modern Wealth Management has marked its second year in business with the acquisition of OFM Wealth, a Chicago-based ...

The firm has tapped a Legg Mason alum to lead the acquisition push in Greater Baltimore and across the country.

Crain's released its latest list of the largest wealth management firms in Northeast Ohio, and after a near tie for No. 1 in ...

Within 10 years, artificial intelligence is expected to learn how to identify asset correlations that human analysts can ...

The widening gap between life expectancy and financial preparedness creates a powerful opportunity for wealth managers to ...

Tweed Wealth Management’s sports division will now serve the unique financial needs of sportspeople, providing tailored financial advice and services to athletes at all stages of their careers.