The acquisition accelerates the growth of Equitable’s wealth management business, which the company says is its ...

The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic ...

According to a filing with the Securities and Exchange Commission dated October 10, 2025, Focused Wealth Management, Inc ...

UBS has applied for a banking licence in the United States, the Swiss bank said on Monday, underlining its desire to ramp up ...

High-income individuals and families prefer multi-family offices over various private wealth industry professionals (Exhibit 1). This preference increases as their level of affluence rises. The goal ...

Centers of influence (COIs) are the most effective way for wealth managers to acquire new clients, especially those with higher net worth. They wield significant influence over the decisions made by ...

Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice ...

Investors are climbing a “wall of worry,” when it comes to all-important U.S. assets. That shouldn’t deter them, says ...

The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, and data privacy and security. Technology is expected to dominate wealth ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Staff Personal Finance Editor, Buy Side ...