Methodology: WealthManagement’s Top 25 High-Net-Worth Advisors ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management. To land on the list, high...
Alexey Sokolin founded NestEgg, an early robo advisor and digital wealth management platform, in 2010 along with fellow graduates of Columbia’s business school, then sold the platform to Vanare where he is now chief operating officer and...
Throughout the year, WealthManagement.com releases rankings of wirehouse and independent advisors, as well as develops ratings of the firms themselves. And unlike some competitors, we are as transparent as possible about our...
The future is now. | Ingram Publishing/Thinkstock
Folio Institutional, a financial technology provider, published a list of top trends in 2016 that will affect the wealth management industry. The company, of course, thinks the impact techn...
Martin Shkreli, a lightning rod for growing outrage over soaring prescription drug prices, was arrested in New York by the FBI on Thursday on securities fraud charges involving his former hedge fund and a pharmaceutical company he previously...
After weeks of strong signals from Chair Janet Yellen and other officials, the Federal Reserve is expected to announce it will gradually raise the short-term interest rate from the near-zero level where it has sat for the past seven years...
A Toronto, Canada-based financial advisor, Rohinie Bisesar, is wanted for allegedly stabbing a woman who was talking on a phone in a drugstore on Friday. The attack was unprovoked, according to DailyMail.com. The victim, who police said was “...
Dec 3 Billionaire investor Mark Cuban is lashing out against the U.S. Securities and Exchange Commission over its push against legislation that would require government agencies to get warrants before accessing emails of people under investigation...
The target demographic. | Copyright Cindy Ord, Getty Images
Credit Suisse appears to be exploring the possibility of creating an invitation-only social network for high-net-worth individuals, presumably with the intention of appealing to h...
