A Microsoft (NASDAQ:MSFT) executive highlighted the transformative impact that artificial intelligence (AI) is expected to ...

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

The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google ...

Switzerland-based financial services provider Swiss Life has acquired compatriot ZWEI Wealth, a wealth management advisory firm. The deal is effective immediately, with its financial details remaining ...

Renaissance Investment Management, one of Greater Cincinnati’s largest investment advisory firms, has promoted two of its ...

With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital ...

With $46 trillion set to land in millennial heirs' hands, high-net-worth advisors must keep education and purpose in mind as ...

Coupled with a rising interest in traditional gender roles among younger daters, the dating wealth gap has felt wider and ever-present. This, then, begs the ultimate question: Will dating ever be ...

Earlier this month, Jeff Atwood, the co-founder of the tech company Stack Exchange, announced that he would give away more than half of his wealth in the next five years. He was unsatisfied with the ...

A proper and clearly defined management structure is something every successful business needs. However, entrepreneurs may find creating and implementing one isn’t an easy task. Henry Mintzberg, a ...

We adapted data collection of Round 8 of the Wealth and Assets Survey (WAS) because it took place during the coronavirus (COVID-19) pandemic; while this round offers valuable insight, data are more ...