Marguerita Cheng was taught a valuable financial lesson by her father – that planning is a way of showing love for others.
LPs are using the technology more and also keen to invest in AI firms.
Wealthtech trends have a big impact on the overall wealth management industry — and how wealth managers serve and engage with clients.
Digital channels are increasingly important for successful wealth managers.
Allianz study reveals substantial gap between aspiration and action.
The aim is to make critical workflows simpler and streamlined.
Katz moved beyond cold calls to cultivate relationships with influential figures like sports agents and estate attorneys, thus broadening his network significantly.
'You don’t need to reinvent the wheel here. You’ve got the building blocks to address [AI and predictive data analytics] concerns,' says a member of the advisory committee.
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
'I watched men get the advantage in so many ways,' Cathy Curtis says. 'And I got really tired of that myself.'
Envestnet survey reveals need for blend of technology and human advisor insights.
Three-quarters of RIAs surveyed now offer remote work arrangements, and professional development is increasingly cited as a top initiative.
'Who were the accountants? Lending securities can be lucrative,' a compliance executive says.
Many wealth management firms lean toward alternatives, but what really separates Taylor Kovar from the pack is his firm’s approach to relationships.
As you get closer to retirement, you learn that, when you're meeting with a new client, your age can become a little tricky.
Predictions of an impending recession stirred concerns, but the U.S. economy has displayed remarkable resilience.
What's not clear is how many FiNet advisors will feel the sting of the fee increase.
Schwab Charitable reported its donors increased their giving by 8%, or nearly $350 million, to more than $5 billion in its fiscal year 2023.
Some wealth managers simply don't see a holiday card to clients as being sufficient to show their appreciation. They want to give something more.
Philanthropic discussions with clients over issues close to their hearts can only deepen that relationship.
