In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors ...

James O'Sullivan, President and CEO, highlighted that client assets grew by 24%, reaching $480 billion by year-end, driven by core businesses IG Wealth and Mackenzie Investments. Over $650 million was ...

Empower, the country’s second-largest retirement plan recordkeeper by assets, has built up a staff of 1,000 advisors in recent years to provide wealth management services to individuals, including the ...

Many people find that despite working hard, they don’t get the income they want. Since November 2024, the cryptocurrency ...

With nowhere to turn during that tempestuous time, financial advisors feverishly stuffed client portfolios with alternatives ...

WMBC was co-founded 22 years ago by wealth advisor Scott Coles, ChFC, CLU, who has more than 40 years in the wealth ...

In the next decade, more than 111,500 financial advisors — representing one-third of the workforce and assets under ...

A high pressure business environment is leading to renewed M&A among asset and wealth management firms, with alternative ...

Sequent Asset Management LLC bought a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm bought 642 shares of the electric vehicle producer ...

Spire Wealth Management trimmed its holdings in shares of International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) by ...

Libre Capital launches Gateway on Sui blockchain, offering institutional investors access to tokenized funds and DeFi services.

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he sees as archaic ...