Private-equity funds have long played a dominant role in providing outside capital for independent wealth management firms.

Here is our annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked ...

As wealth demographics have shifted, and client expectations have evolved, so too has the role of the financial advisor.

A wealth advisor is one type of financial advisor who focuses on managing the finances for ultra-high-net-worth and ...

Taylor Nissi is a senior VP at the wealth management firm Farther. He shared the advice he gives his clients to navigate ...

Virtual client meetings have boomed since the COVID-19 pandemic, but advisors say the digital shift is far from over. Here's ...

Angeles Wealth Management bolsters its female leadership with a new partner in New York, while Maine-based Great Diamond ...

The best wealth managers in the next decade won’t be those who rely on gut instinct, but rather the ones who utilize AI to ...

Enterprising wealth managers are already using AI technology to get a leg up on the competition as a talent shortfall in the ...