Consulting firm McKinsey has predicted a transformative decade for wealth management in the United States, arguing that wealth management for high-net-worth individuals will increasingly look more ...

Modern Wealth Management, an acquisitive $12 billion registered investment advisor co-founded by former United Capital executives, has acquired former LPL Financial affiliate Legacy Wealth Management, ...

There is a $30 trillion battle raging between firms looking to manage investments for the wealthy. CNBC's Robert Frank joins 'Squawk Box' with the details. Got a confidential news tip? We want to hear ...

The rising number of women entering wealth management and launching registered investment advisory firms signal that the industry's infamously low female representation may be changing. Processing ...

Moss Adams, a former Top 25 Firm that joined Baker Tilly US last year in a megamerger, has spun off its Moss Adams Wealth Management unit. Processing Content It will now be renamed Threadline Wealth, ...

March 16 (Reuters) - Australia's Perpetual Limited said on Monday ⁠it ⁠agreed to sell its wealth ⁠management business to private equity firm Bain Capital for an upfront cash payment of A$500 million ...

NEW YORK, Feb 24 (Reuters) - UBS (UBSG.S), opens new tab promoted Lisa Golia to lead its U.S. wealth management advisers in the field on March 1 after serving as chief operating officer for the ...

Wealth management is evolving at a rapid pace. As digitalisation persists, AI is becoming more prevalent among wealth advisors to boost efficiency and enhance personalisation. The regulatory landscape ...

Wealth management and tax planning companies fell on Tuesday after privately held financial software provider Altruist Corp. launched an AI tool that creates tax strategies for clients, generating ...

The rising incidence of M&A in the accounting profession says something important. Earning a profit is harder for a variety of reasons. This may be one reason why partnerships between CPAs and ...

Wealth management firm adds tax preparation at no additional cost to Strategic and Comprehensive memberships, enabling coordinated year-round strategy NEW YORK--(BUSINESS WIRE)--Domain Money today ...