Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...

The use of AI in wealth management can be valuable, but it can yield even greater results when used alongside human expertise ...

Venture firm General Catalyst has hired 20 former staffers from First Republic Bank, one of the casualties of the 2023 ...

As wealth strategies continue to shift, golden visas and second passports have emerged as crucial tools in safeguarding ...

For registered investment advisor firms in 2025, that is the question. To date, the overwhelming majority of large RIAs ...

The Barron’s Top 100 advisor explains how he overcame a life-threatening health condition to create a 3,700-client wealth ...

Mariner Wealth Advisors has made its second Greater Cincinnati acquistion in the past year. Here's which firm it added.

Gagne Wealth Management Group has been named to the 2025 Best-In-State Wealth Management Teams list. This prestigious ...

Here's how financial professionals can find the sweet spot between using sophisticated investment strategies and creating ...