Ionic Wealth, backed by Angel One, built a $250 million asset base in a year. With 400 clients and 150 executives, it blends ...

All ratings are determined solely by our editorial team. IG is a FTSE 250 company with ... Bestinvest is owned by wealth management firm Evelyn Partners (previously Tilney Smith & Williamson ...

Robo-advisors are a halfway house option between personalised wealth management and DIY investing ... into this category include the likes of the IG Smart Portfolio offering broadly diversified ...

WINNIPEG, MB, Feb. 11, 2025 /CNW/ - According to findings from the seventh annual edition of the IG Wealth Management Financial Confidence Index ("the Study" or "the Index"), the majority (56 per ...

WINNIPEG, MB, Feb. 11, 2025 /CNW/ - According to findings from the seventh annual edition of the IG Wealth Management Financial Confidence Index ("the Study" or "the Index"), the majority (56 per cent ...

Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

The Fisher Woodring Zornes Group, a Morgan Stanley financial group in Lafayette, has been named to Forbes' 2025 list of America’s Best-In-State Wealth Management Teams. The group provides a ...

and Hopkins said the wealth management team grew its revenue by double digits last year. In the fourth quarter, the bank said it generated over 30% of its net income from fee income products and ...

Morgan Stanley on Wednesday announced that The Walnut Street Group based in Chattanooga, has been named to Forbes Magazine’s 2025 list of America’s Best-InState Wealth Management Teams.

Northern Trust Wealth Management announced two leadership changes: Glenda Pedroso will become Head of Banking and Specialized Services, and Michael Br ...

The East Midlands-based Duncan & Toplis group has appointed a new managing director to lead its financial advice and wealth management team at Castlegate Financial Management. Peter Wilson joins the ...