AI to transform wealth management, Microsoft executive says
Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...
Is Real Estate Still a Good Investment? Experts Weigh in
Real estate investment has long been considered a path to wealth, but one management consultant argues it may not be the best option. However, industry experts told Newsweek that while real estate ...
Wealth Industry Will Face Advisor Shortage of 100,000 by 2034: McKinsey
The consulting firm recommends that wealth management firms step up their recruiting efforts and boost productivity.
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Two Schmidt Financial Management Advisors Named to Investment News' 2025 Top Advisor List for Excellence in Technology Executive Wealth Management
Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...
Summit Financial Accelerates Strategic Growth With Stake in $700M Genex Consulting Partnership
Summit Financial ("Summit"), ​​a preeminent investment advisory firm, in collaboration with Merchant Investment Management, LLC ("Merchant"), today announced that Genex Consulting ("Genex") has joined ...
Institutional Investor7d
The Untold Story of the Professor, Advisor, and University That Plan to Save Wealth Management
In the next decade, more than 111,500 financial advisors — representing one-third of the workforce and assets under ...
Yahoo Finance24d
Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office
NEW YORK, January 22, 2025--(BUSINESS WIRE)--Evercore Wealth Management today announced ... D.C. Mr. Kropf has additionally worked as a management consultant at PwC, advising asset managers ...