To make room for Mr. Dunlop on the MAX Power board, Mr. Bill deJong has resigned as a Director, effective immediately. MAX Power extends its appreciation to Mr. deJong for his excellent service to the ...

Tax preparation services will be led by Amanda Hoeppner, CPA, who recently joined the firm at the start of 2025. With over 20 years of experience in tax planning and preparation, most recently at ...

As consolidation in the Swiss wealth management sector continues, Rothschild & Co Bank primarily focuses on organic growth while remaining open to acquisitions. New hires are expected to drive revenue ...

M. Christine Book, of Barlow Wealth Partners, is one of our 20 People to Know in Wealth Management for 2025. M. Christine ...

Nine in 10 wealth managers in the survey expect their firms to grow by 5% or more this year, with 36% projecting revenue ...

Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth management firms ...

UBS is embroiled in multiple high-stakes legal battles worldwide, primarily linked to its Wealth Management division and the takeover of Credit Suisse. These cases, spanning from historical tax ...

Buffett, the legendary investor and chairman and CEO of Berkshire Hathaway BRK.A BRK.B, echoes the advice of many financial advisers: Parents should discuss money management and family finances with ...

A historic shift is underway—over the next 20 years, the United States will experience the largest transfer of wealth in history.

After seeing my mom struggle to make ends meet, I made a career in finance. I now teach my children to save and invest — not ...

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

For more information about this new offering, financial advisors can visit High-Net-Worth Services for Advisors.