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

Many buyers and sellers of wealth management firms are likely to thrive, ensuring their clients receive excellent care. However, after the initial euphoria of the merger subsides, numerous buyers and ...

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

The wealth management landscape in the Middle East and Africa (MEA) is undergoing rapid transformation.

Within 10 years, artificial intelligence is expected to learn how to identify asset correlations that human analysts can ...