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

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

To find new advisors, wealth management firms are considering administrative, customer-service, and operations professionals.

The rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how ...

The role of the family office is evolving with the Great Wealth Transfer and tech advancements, among other issues. This is ...

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 ...

Whether you’re climbing the corporate ladder or looking to preserve a vast fortune for your heirs, this guide can get you ...

In wealth management, AI opens new possibilities for personalization and accessibility, redefining how advisors and clients ...

How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...

BMO has announced the addition of three new financial advisors to BMO U.S. Wealth Management, based in Los Angeles and ...

The use of AI in wealth management can be valuable, but it can yield even greater results when used alongside human expertise ...

With $46 trillion set to land in millennial heirs' hands, high-net-worth advisors must keep education and purpose in mind as ...