The best wealth managers in the next decade won’t be those who rely on gut instinct, but rather the ones who utilize AI to ...

For ultra-high-net-worth individuals, one of the most pressing concerns isn’t just how to grow wealth. There are also ...

Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.

Many investors today favour sustainable impact investing, seeking to funnel their wealth into investments that will produce ...

Bernstein Private Wealth Management has appointed Ashley Velategui as head of its wealth strategies group, the firm announced Monday. Velategui, who has been with the firm for 18 years ...

Based in Smithtown, N.Y., Verdi founded Synergy Wealth Strategies in 2008, driven by the mission that investors deserve a reputable, stable and safe place to house their investments. The firm’s ...

Buffett seems to have done it again, electing in 2024 to hoard cash and make very limited investments, which included ...

This is a major paradigm shift: financial plans that prioritize wealth preservation are replacing strategies that just focus on wealth accumulation. The wealth of UHNIs and the super-rich will not ...

The bank, which has bolstered the connection between its commercial bank and wealth units, seeks to cultivate deeper ...

Financial advisors are increasingly working in teams, and some of those teams are getting quite large—think 30 or 40 members. In many ways, that is good for clients.