Robinhood is rolling out wealth management and private banking services for investors with modest portfolios, as the trading platform looks to have a bigger influence on…
Related Group CEO Jon Paul Pérez.Courtesy of Future Proof and Triangle BLVDBuilding contractors are already hiking prices as much as 20% to offset potential tariffs, a…
ATLANTA, Feb. 11, 2025 /PRNewswire/ — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth…
It’s no secret that the financial services landscape is continuing to evolve quite rapidly. With increased regulation, technological advancements, and shifting client expectations, financial advisers are…
Affinity Wealth Management LLC bought a new position in Discover Financial Services (NYSE:DFS) in the 4th quarter, according to the company in its most recent 13F…
Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced that Young Wealth Management, a registered investment adviser (RIA), has joined…
As he often does, Michael Kitces had a way of summing it all up.Kitces, the “chief planning nerd” at Kitces.com, co-founder of the XY Planning Network…
Norway’s sovereign wealth fund, the world’s largest, has sold all of its shares in Israel’s Bezeq, which provides telecommunications services to Israeli settlements in the occupied West…
A pedestrian walks by the entrance to Lombard Odier in Geneva, Switzerland.Bloomberg | Bloomberg | Getty ImagesLombard Odier — one of Switzerland’s oldest private banks —…
While nine-tenths are satisfied with their financial advisor and would look to their current provider first for a new service, firms can’t let their guard down,…