Portfolio

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.

Advisors weigh in on how to help clients with the financial side of tying the knot — from prenups to budgeting for the big day.

Retirees get the most out of Social Security if they file at age 70. But according to new research, only 10% of Americans wait that long.

Half a year after it swallowed up Silicon Valley Bank during the spring banking crisis, First Citizens Bank is blending the former SVB Private into its wealth business.

More financial advisors will use the alternative investments in the next 12 months due to their complex features and industry innovations, the research firm finds.

Advisors have until Dec. 3 to opine on proposed revisions to types of misconduct and resulting sanctions.