If the use of artificial intelligence is not yet ubiquitous in the wealth management industry, the discussion of it is. Here, Celent senior analyst William Trout explains what the impact will be for financial services, including financial advisors.
One year out, Sheryl Rowling’s investment platform crosses the $1 billion mark.
The talent shortage is real. Here's how to combat it.
The expansion is designed to help the bank reach its goal of “double-digit growth rates” for the wealth-management division in both Canada and the U.S.
UBS has begun to cut costs in wealth management following the merger of the U.S. and international division into one super-unit that manages about $2.4 trillion.
“I don’t want to spend the rest of my life chasing the S&P 500," Cooperman wrote in a letter to clients.
Ben Coombs, a member of the first class of CFP certificants in 1973, talks with Michael Kitces about the history and evolution of financial planning.
It is the sixth major acquisition Jeff Dekko’s hybrid firm has made since being acquired by Donald Marron’s Lightyear Capital.
