Portfolio

Independent branches are playing a pivotal role in the industry — regardless of anyone's opinion or awareness of them.

A search led by a former AssetMark CEO ends with Wolfsen taking over in October as founder Eric Clarke transitions to a leadership support role.

The move comes as the Swiss banking giant continues to push its wealth management ambitions in the U.S.

Whether they call it "dough," "gold" or "funny paper," rock stars have been singing about money since the 1950s. Here's a playlist of wealth-related hits.

The 35-year-industry veteran is stepping out of retirement and into a new role for the cloud-native wealthtech

A crew of firm founders and game changers now have a seat at the Wealth.com table.

The private markets platform introduces a collaborative model for multi-manager private market funds.

A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.

FP Alpha's AI will "read" complex and lengthy documents, and generate reports that simplify a client's insurance situation.

Used as directed, superbots are particularly well suited to the needs of financial advisory firms, argues the founder and CEO of TIFIN.