The key word in generational wealth is the first: generational. For that to happen, your children or other recipients have to ...

As the influence of family offices continues to grow and new opportunities arise, other investors may be wondering when it ...

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

Wealth advisers in the Gulf region, open to innovation and digitally driven financial offerings, are particularly attractive ...

Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

Bridging the generation gap and leveraging technology will be two overarching trends shaping wealth management in 2025.

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...

Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters to high-net-worth individuals. Using this infusion, Prosper plans to advance its ...

The US wealth management industry is facing a retirement crisis; not a financial shortfall but a talent shortage caused by retirement of thousands of advisors. New research warns that recruiting ...