If the name Joe Lonsdale doesn’t ring a bell, maybe the name Addepar does. Lonsdale is the billionaire co-founder of the cloud-based investment management platform, which is used by 1,200 wealth ...

Over breakfast at London’s iconic Goring Hotel, senior wealth management professionals gathered to explore the complexities ...

Allocation to private markets still entails manual processes such as reconciliation, paperwork, and 'wet signatures'.

EY Global Wealth Research Report found that nearly 55% of GCC clients reported arranging more advisor meetings in response to ...

F2 Strategy, which is backed by Renovus Capital Partners, has acquired Aliter Investment Services, a Boston-based professional services firm. No financial terms were disclosed. F2 is a wealth ...

Uthra Parameswaran, Chief Compliance & Risk Officer at StashAway, shared her perspective on the operational and regulatory ...

Morgan Stanley (NYSE: MS) announced today that it has won two 2025 Celent Model Awards recognizing the Firm’s innovative use of technology. The Firm secured Model Wealth Manager Awards for its SMA ...

Sanctum Wealth is one of India’s largest independent, full-service wealth managers. Founded in 2016 through the acquisition ...

Malta’s wealth management landscape has undergone a quiet but significant transformation, marked by the emergence of a more sophisticated and better-informed investor class. “Initially, many clients ...

By 2030, women in the U.S. will control nearly five times more wealth than they did a decade ago. It’s creating big ...