Credit unions’ customer relationships and community engagement should make wealth management a natural fit. It’s time the industry stepped up. Read More: Credit Unions Should Own…

Global wealth management thought leaders, finance keynote speakers and fintech futurists tend to spend less time chasing returns and more time thinking about resilience. Markets go…

Amid the ups and downs of the markets and the trends among high- and ultra-high-net-worth clients, the landscape of the wealth management business looks very different…

UK-based financial advisory firm Lumin Wealth has expanded its national footprint with the purchase of Gresham Financial Strategies. Financial terms of the transaction were not disclosed.…

Apella Wealth has expanded its advisory platform with the addition of Financial Connections Group, Inc., a Bay Area-based firm that provides financial planning, retirement planning and investment…

U.S. Bancorp is expanding its wealth management offering with a new suite of services designed to support individuals who are beginning their investing journey or building…

Can you share some standout achievements or milestones from the past decade? “A couple of years ago, I celebrated my 20th year in the financial services…

The minimum net worth to qualify rose to a record $1.6 billion. Read More: Hong Kong’s 50 Richest 2026: Stock Market Rally Lifts Tycoons’ Wealth To

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. As the great wealth transfer shifts from a theoretical…

Gen X and millennials are set to be the two largest cohorts to inherit $4.6 trillion in global real estate wealth over the next 10 years…