InVestra founder Erin Eiras will deliver the keynote address at the Fearless Summit 2026, a gathering of wealth management ...

The financial services industry is presumably under threat, with some believing AI will eventually replace human financial advisors. Meanwhile, others point to next-gen investors getting ideas from ...

Leveraging advanced trusts, state-specific planning and proactive collaboration can protect wealth and legacy across generations.

There are more than 50,000 individual advisors and 20,000 firms focused on the high-net-worth and ultra-high-net-worth client segments in the U.S., research firm Cerulli Associates says. With the ...

Nearly 90% of advisors use model portfolios, in the competition for high-net-worth (HNW) clients, winning advisors – millennial advisors in particular – are customizing them by adding separately ...

Chilton Trust’s Gina Nelson tells InvestmentNews that wealth complexity, generational assets and fiduciary obligations ...

Mercer Advisors Adds Singer Burke to its Ultra-High-Net-Worth Regis Group, And Launches Specialized Practice to Serve Entertainment and Creative Professional Clients Los Angeles-based firm brings ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation Written By Written by Staff Personal ...

Alliant Insurance Services has hired Olya Yepremian (pictured above) as senior vice president within its private client ...