Today’s ultra-high-net-worth (UHNW) clients expect more than investment management: they are looking for strategic insight, tailored service and a deep understanding of their financial and personal ...

Alternative asset firm Ares Management Private Equity has agreed to take a “significant minority stake” in EP Wealth Advisors, a $40 billion RIA Torrance, Calif. EP Wealth said Los Angeles-based Ares ...

Proponents of the legislation argue that it would help alleviate the regulatory burdens for small advisor firms.

Why The Status Quo Doesn’t Work For Women It’s no secret that succession planning is a weak spot across the advisory industry. Studies show that nearly 80% of wealth transfers fail, and advisory firms ...

Advisors who bring digital estate planning into the process demonstrate foresight and care that goes beyond portfolio performance.

The eternal quest for alpha continues, but new research reveals why even "winning" strategies are likely to still leave investors behind.

Almost one of every five chief investment officers at US family offices make at least $1 million a year, the highest percentage worldwide, according to a report Tuesday from KPMG and recruitment firm ...

Firms within the $1.7 trillion private credit industry have increasingly set their sights on retail investors.

QMMM’s stock has surged 959% since before the company said earlier this month that it was establishing a “diversified cryptocurrency treasury” that would initially reach $100 million and target ...

Companies and shareholders have raised more than $255 billion through the first nine months of the year, the most over the first three quarters since 2021’s boom, according to data compiled by ...

“Our partnership with them will allow the association to provide complete end-to-end advisory and filing services for Americans, and will enable the association to file Social Security benefit ...

Wealthfront is best known for its automated investing products and an online platform that’s attracted younger customers. The fintech also offers other bank-like services, including high-yield savings ...