The 30-Year-Old Computer Scientist Who Wants to Remake Wealth Management
Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...
Goldman Sachs CEO open to acquisitions in asset, wealth management
Goldman Sachs would consider acquisitions in asset and wealth management, but would be highly selective about any deal, CEO David Solomon said on Tuesday. "If we could find things that could ...
These former D.C.-area Goldman Sachs wealth managers are going independent
A wealth management team that began working together at United Capital Financial Advisers, which was acquired by Goldman ...
First Republic Ex-Private Wealth Head Taps Old Team for New Firm
Venture firm General Catalyst has hired 20 former staffers from First Republic Bank, one of the casualties of the 2023 ...
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Farther adds $120M firm with science-backed approach to wealth management
WMBC was co-founded 22 years ago by wealth advisor Scott Coles, ChFC, CLU, who has more than 40 years in the wealth ...
Bryn Mawr Trust Expands Bucks Co. Presence With New Team, Office
The opening of the Doylestown office is a key milestone in Bryn Mawr’s ongoing efforts to onboard new talent and expand its ...
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The WealthStack Podcast: How Agentic AI is Revolutionizing Wealth Management with John Connell
The rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how ...
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Qashio and Myne partner to transform financial wellness for companies and employees
This groundbreaking partnership bridges the gap between business financial tools and personal wealth management ...
Are AI and Wealth Management Compatible?
The use of AI in wealth management can be valuable, but it can yield even greater results when used alongside human expertise ...