AlTi CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, creating a permanent path for ...

BlackRock has pulled in $360 billion of total net inflows so far this year, surpassing the full-year net flows of 2022 and ...

Hamers, 58, is an external senior adviser at Arta Finance, a digital-wealth platform leveraging artificial intelligence in an ...

Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, ...

At its core, technology is about creating better, more memorable experiences for its end users. Advisors, for example, want ...

Testimonial IQ's co-founder and CEO explains why financial advisors should care about Google reviews, the role of compliance ...

Our tech columnist discusses AI and compliance with the chief executive of one of the industry’s largest providers of ...

According to recent research, tax planning is the top service clients with at least $250,000 in assets want from their ...

According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he ...

Gina M. Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios.

Gen X, millennials and Gen Z are set to inherit $84 trillion in assets—they have different priorities that aren’t reflected ...

The funding round values the startup at $542 million and was co-led by Alphabet Inc.’s independent growth fund, CapitalG, and ...