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,…
A new report from Aspen Digital estimates that 76% of private wealth in Asia has already dabbled in digital assets, with an additional 18% planning future…
Rolls-Royce has opened its first U.S. “Private Office,” a secret VIP design studio for ultra-wealthy clients who want highly personalized cars.The Private Office, in Manhattan’s trendy…
The collaboration enables independent advisors to deliver holistic advisory services across the full balance sheet with integrated SBL capabilities to see the borrowing power for portfolios.…
A detail view of a NFL shield logo paint of the field during a preseason game between the Los Angeles Rams and the Houston Texans at…