Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...

Here is Barron’s Advisor’s annual list of people poised to make news in wealth management in the new year.

In today’s digital age, our online presence has become as vital as our physical belongings. Our digital footprint is extensive, spanning social media profiles to online banking, email accounts, and ...

From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes ...

Firms are snapping up smaller competitors in a bid to capture a piece of Americans’ growing wealth.

Generations Split Over Inheritance Timing and Asset Strategy The Wealth Transfer Dilemma Among Korea’s Elite: South Korea’s ...

For years, rumors swirled about where his wealth came from. A Times investigation reveals the truth of how a college dropout clawed his way to the pinnacle of American finance and society. Jeffrey ...

Qatar’s LNG-driven prosperity is reshaping both its domestic eco-nomy and its international footprint. In late October, Sheikh Bandar Al-Thani, governor of the Central Bank of Qatar and Chairman of ...

Wealthy families are launching offices to manage their money at a record clip and are increasingly getting a seat at the table in significant deals. The firm has committed nearly 22% of the new pool ...

Jersey wealth manager Team is set to acquire London-based advisory firm WH Ireland in a £12.7m all-share deal. The enlarged group will have a market capitalisation of approximately £30.3m and will be ...

Women are rapidly becoming one of the most powerful forces in global capital—and wealth management is not keeping pace. Women already control roughly one-third of retail financial assets in the U.S.