Wealth management

A Canadian investment manager disclosed the price tag of its minority stake in one of the fastest growing RIA consolidators.

A nonprofit research group compiled a growing list of products amid the question of whether the deluge of information and resources will result in systemic change.

Rather than look for an exit, the network of fee-only planners needs additional funding for new services, new technology.

A college professor and investment firm partner views real estate and venture funding as a crucial means of building generational wealth.

Charging clients a percentage of assets under management is still prevalent, but other types of fees are increasingly in the mix.

The climate of late suggests bonds are losing their value as hedges.

It wasn't even close.

The series gives viewers an inside look at the decision making of athlete investors like Chris Paul, Allyson Felix and Travis Kelce

The Swiss lender is also simplifying its structure into four divisions, including a single unit that groups together its advisory businesses.

Investors might want to prepare for an extended bout of inflation, whether it comes or not.

Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.

That Rothko, Basquiat or Banksy hanging in the front hall may be a great way to get a tax break.

Advisors and clients can now track the performance of companies moving away from the “toxic and dangerous ways” of the past, according to the founders.

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health?

Deland Kamanga, the company's head of global markets, has been tapped to lead a unit with operations in both Canada and the U.S.

The wealthtech’s strategy is backed by a survey on what fundamentally drives financial advisors and their clients.

Model portfolios gaining steam in wirehouse channel as advisors look to focus on higher levels of client service.

Enhancements include a new dashboard view and a grid interface for porting data from other programs.

The latest proposal underscores a fierce fight in Congress over ways to pay for Biden's slimmer social-spending agenda.

One firm made three small changes that could appeal to brokers, while the other company’s overhaul will make it more closely resemble its competitors’ setups.