A Merrillville-based investment firm affiliated with Centier Bank is investing in the New York City-based wealth management ...

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

Offshore trusts can be a powerful tool for modern millionaires seeking to better protect their wealth from lawsuits, market ...

Wealthspire President Eric Sontag says generative AI is weaving its way into his firm and improving advisor productivity.

Women are a growing force within wealth management, and some have advanced to the most important roles in the industry, helming large banks or wealth management operations. For six years ...

According to the release, the new expansion doubled the space available at the company and includes six new private offices ...

Orland Park-based OFM Wealth was founded in 1981 by Sam Ogrizovich. The firm, with more than 175 clients, offers financial planning, investment management, and tax, estate and retirement planning. The ...

UBS research finds lack of planning and communication as key challenges for high-net-worth widows and next-generation women ...

Mark Weiskind, president and co-founder of Fairway Wealth Management, was ranked No. 27 on the 2025 Forbes Best-In-State ...

The CEO pay of the largest publicly traded wealth management firms may not carry much weight for financial advisors, but it represents a barometer of the industry's bottom line. "It is probably ...