Many wealth management firms think that artificial intelligence is a foe, not friend. They also believe that it removes the ...

The shock sale of AMP’s financial advice licensing business in 2024 after 175 years was a momentous moment for the industry ...

A recent study by McKinsey & Company underscores a looming issue within the wealth management sector: a potential short-fall ...

At the Forum 2025, panellists unpacked the shifting dynamics of intergenerational wealth transfer and cross-border ...

With shifting regulations, unpredictable politicians and increased scrutiny from the IRS on offshore accounts, American expats must handle their finances carefully.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

News of the nine-person team's defection comes as the Swiss-based wirehouse welcomes a 25-year veteran from Wilmington Trust.

Master Trust says the mutual fund business will introduce a broad basket of mutual fund equity schemes across various market ...

Wealth managers have issued a “health warning” over the costs and complexities of investment vehicles designed to reduce inheritance tax.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

Christopher Pavel, deputy director at Pacific Northwest Mission Acceleration Center. (Photo courtesy of Christopher Pavel) ...