Anacapa Advisors, a market-directional investment manager, announced today that the firm has been honored as Best Asset Manager for Family Offices at the 2025 Private Asset Management Awards, by With ...

Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...

"This alliance makes Black Diamond the first platform of its kind to integrate Morningstar's rich research and data capabilities advisors have relied on for decades," said Steve Leivent, co-head of SS ...

At WP, we take the compliance requirements of our advisor community seriously. We report the news, but we also view ourselves ...

FE Investments (FEI) has selected technology vendor Jacobi Strategies (Jacobi) to enhance the discretionary fund manager's model portfolio capabilities. Jacobi's ...

SignatureFD wants to stay independent yet be competitive with investor-backed firms writing big checks, its CEO says.

Goldman Sachs would consider acquisitions in asset and wealth management, but would be highly selective about any deal, CEO ...

Raging Bull Awards ceremony, the “Oscars” of the investment industry, takes place on Monday, February 17, at the Cape Town ...

CALGARY, Alberta, Feb. 07, 2025 (GLOBE NEWSWIRE) -- Canoe Financial LP (“Canoe Financial”) is recognized with three 2024 FundGrade A+ ® Awards for outstanding performance. Canoe Financial 2024 ...

RBC Wealth Management is pleased to announce that Krause & Thorpe Wealth Management Team was named to the Forbes ...