Wealth management

The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.

The policy change is meant to give others in the industry insight into what drives its ethics and compliance decisions.

The company that provides services to 107,000 advisors as seen year over year saw increases in assets under management and accounts per advisor.

Officials are looking into the banking giant's anti-money laundering measures with clients outside the U.S.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

Shorts and inverse funds dominate Morningstar's bottom 10, taking the successes of the past decade and putting them in reverse.

Collective investment trusts, also known as collective investment funds, carry advantages that come with certain caveats and restrictions, according to experts.

Leveraging OpenAI technology to communicate quickly and effectively with clients and utilizing an AI-powered assistant to enhance estate planning are two ways wealth managers are incorporating AI into their daily lives.

The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.

There's room for growth in a crowded field — but it can be a risky and expensive move. Here's what to consider.

The brokerage's managing partner talks about AI in wealth management, inflation, and her work on the St. Louis Fed board, in conversation with American Banker Editor-in-Chief Chana Schoenberger.

Captrust went from runner-up in a transaction to buy Column Capital Advisors to stealing the seller's hearts. Here's how a home office visit made all the difference.

Even with an exodus from the acquired firm, the Zurich-based bank managed to pull in $22 billion in net new client money in the third quarter.

The best-selling writer discusses the follies of financial forecasting, the benefits of a good imagination and how recessions are like thunderstorms.

As he takes command of the California TAMP, incoming AssetMark CEO Michael Kim says he wants to hit 5,000 engaged advisors by 2026.

UBS Group has decided to exit $5 billion in assets it manages for rich customers as the Swiss firm sorts out the pieces of Credit Suisse it doesn't want.

Demand is growing for the certified private wealth advisor credential, which has been around for 15 years and helps advisors cater to high net worth clients.

One-fourth of advisors say asset manager websites do not meet basic foundational needs.

Despite recruiting efforts, firms have struggled to bring in new blood, making retention more important than ever.

In the largest-ever conversion, issues are bound to come up. With some dust settled, what's the outlook for the giant custodian's dominance?