Envestnet names Rich Friedberg as CISO while Evolve Private Wealth adds Brett Cohen from Morgan Stanley as managing partner ...

It means listening deeply, creating space for clients to feel heard and staying aware of both clients' and your own emotions.

Stockholm-based EQT aims to grow private wealth allocation from 10% to 25% globally as firm targets US advisors ...

Powerlaw Corp plans direct listing in New York, offering retail investors access to stakes in OpenAI, SpaceX, Anduril and ...

When clients fully realize these attributes, they behave differently. They stay. They consolidate. They enthusiastically ...

Jump secures $80M Series B funding led by Insight Partners to build AI operating system serving 27,000 financial advisors ...

Melissa Caro shares how sudden caregiving duties taught her to help clients navigate finances during life's toughest moments ...

The $1 billion team led by Peni Warren and Chris Fantano moves from Merrill Lynch to expand Janney's Delaware presence ...

Multiple fintech firms roll out artificial intelligence enhancements with bQuest launching Navigator search and Nitrogen ...

Elevation Point backs Atlanta wealth firm Hampton Bluff Capital Partners in latest minority stake investment deal ...

Family offices reduce gold, silver and copper holdings after metals surge to record highs, locking in major profits ...

Touchpoint Financial Advisor Group brings six advisors and $682 million in assets from Commonwealth to Raymond James channel ...