As technology, regulation and client expectations evolve in 2026, accounting, tax and wealth management firms will transform into modern, relationship-based practices.

In conjunction with these appointments, Joshua D. Rogers, Founder of Arete Wealth, will transition from Chief Executive Officer to Executive Chairman of the Board of Arete Wealth, Inc., where he will ...

In addition, EP Wealth acquires a $390M RIA, Beacon Pointe adds three firms with a combined $732M, and $4B RIA Avidian adds a ...

Global Banking & Finance Review proudly recognises Latin Securities for its outstanding leadership and excellence in private banking across ...

Third View Private Wealth co-founder Frank McKiernan says advisors need to offer wealthy clients access to private investments as well as integrated planning services.

Courtney Holt has left Compound Planning after about a year to run compliance for Atlanta-based Aprio Wealth Management.

Meritage serves high-net-worth clients and institutions such as retirement plans, endowments, and foundations.

Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising ...

Troy Taylor, CFP (R) will join Houston-based Registered Investment Advisor (RIA) Avidian Wealth Solutions as a Partner and Senior Wealth Advisor.

A new McKinsey report on the future of wealth management identifies a disturbing trend: Younger investors are losing trust in ...

The conference room on Manhattan's west side fills with an unusual energy each Thursday afternoon. Women in tailored suits gather around polished mahogany ...

Merit has been on an acquisition spree over the last several months. In January, Merit acquired SSC Wealth, LLC in Kansas. It also acquired Oregon-headquartered Blueprint Wealth Advisors, Texas-based ...