According to John O’Connell, CEO of the Oasis Group, wealth platforms should not be evaluated on a simple good-versus-bad scale. “It’s not good or bad necessarily,” O’Connell says. “One of the biggest ...

The emergence of 'long horizon AI' and the learning curve facing advisors, David Bailin, founder of independent wealth ...

Capgemini data shows that 81% of inheritors "plan to switch firms within one to two years of inheritance." PwC research supports this trend; in 2022, the consultancy firm reported that 46% of high-net ...

Dynasty Financial Partners welcomes Storen Financial, an Indiana-based tax and wealth-advisory firm managing approximately $500 million in client assets. Founded by Greg Storen in 1999, Storen ...

While “past performance is no guarantee of future results” remains an oft-repeated—and necessary—mantra for investment professionals, when it comes to conducting the business of the wealth management ...

Private wealth management in Asia and the Middle East has long been built on relationship depth, trusted networks, and the ...

Hightower has embarked on building out its branded RIA, Signature Wealth, and Chief Advisory Officer Scott Hadley is the executive responsible for making the “firm-within-a-firm” the employer of ...

Legacy Wealth Management offers a family office-inspired approach to wealth management, making sophisticated financial services accessible to ...

FINAL –10/24 Bank of the West Wealth Management Launches New Private Client Services Model SAN FRANCISCO – Oct. 24, 2011 – Bank of the West Wealth Management has launched a new private client services ...

The wealth management business model is under pressure as the new year begins, OliverWyman writes in its annual outlook on what’s next in the industry.