For financial advisors, staying ahead of these trends is crucial to meeting client needs and ensuring long-term success.

After serving as chief investment officer for Philadelphia’s pension plan, Tina Byles Williams went on to build one of the ...

Hightower Holdings is buying a majority stake in the institutional investment consulting firm NEPC. Combining under a common ...

Advisers know how to manage wealth—but as the wealth management industry evolves, local leaders in the space are having to ...

Brookfield Asset Management is a rare investment opportunity with a proven track record of strong returns and ambitious ...

Praetorian Capital, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter ...

NEW YORK, Oct. 21, 2024 (GLOBE NEWSWIRE) -- Total assets under management (AUM) at the world’s 500 largest asset managers reached USD 128.0 trillion at the end of 2023, according to new research from ...

The firm has four key tie-ups with insurers, and assets managed for insurers in the third quarter rose 24% year over year to ...

In recent weeks, Davis Polk, Akin, Weil, Stradley Ronon and others have landed lateral partners, signaling the heightened ...

Wealth management is evolving, expanding beyond traditional financial planning to a more comprehensive approach that ...

Bank of America's third-quarter profit dropped as it paid more to customers to hold their deposits, but its earnings beat ...

Generative AI will address this problem and many others. In the future, advisors will be able to generate portfolio ...