EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...

ESG is an increasingly crucial consideration for insurers. Smart data management is essential to proving ESG credentials.

US RIA Steward Partners has introduced G2G Wealth Management, a hybrid team that will oversee around $377m in client assets.

Financial services firms are increasingly relying on artificial intelligence (AI) to drive growth and transform customer ...

The importance of ESG investing compared to achieving the highest possible returns has been declining since 2021 across both ...

Waverly Advisors has bolstered its Ohio footprint with the purchase of investment advisory business Buckingham Advisors.

Brink's, a world expert in asset protection and safe logistics, has partnered with Matrixdock, a platform for tokenised ...

The Goldman Sachs Group has developed a family office platform that provides simplicity, choice, and flexibility to its ...

The proportion of UK deaths subject to inheritance tax (IHT) is expected to nearly double by the end of the decade, according ...

The promotion comes as the company consolidates its Portfolio Management, Chief Investment Office, and Economic Research ...

Morgan Stanley Investment Management (MSIM) subsidiary Parametric Portfolio Associates (Parametric) introduced Lazard Asset Management as a new partner for the Custom Active solution, an inventive tax ...

According to The Rise of Generational Wealth: 2024 Quintet/BlackRock European Wealth Insights, a poll of high-net-worth ...