Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ended entirely — in their disclosures.

Offshore trusts can be a powerful tool for modern millionaires seeking to better protect their wealth from lawsuits, market ...

A new report from consulting firm BCG revealed that more than 70% of the industry's $58 billion in revenue growth in 2024 was ...

Indosuez Wealth Management's Francis Tan says China can withstand tariff pressure due to lower U.S. export reliance, and sees ...

Crain's released its latest list of the largest wealth management firms in Northeast Ohio, and after a near tie for No. 1 in ...

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

UBS hired a JPMorgan Chase executive to serve as head of workplace wealth solutions, a U.S. unit that the Swiss bank is ...

Regular savings and checking accounts earn next to nothing these days. Here are better alternatives to beat inflation.

A Merrillville-based investment firm affiliated with Centier Bank is investing in the New York City-based wealth management ...

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 ...

The alts giant's latest executive hire builds on its continuing strategy to expand into the private wealth space.