Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

As America stands on the cusp of the largest wealth transfer in history, both inheritors and creators are increasingly ...

Goldman Sachs would consider acquisitions in asset and wealth management, but would be highly selective about any deal, CEO ...

A Microsoft (NASDAQ:MSFT) executive highlighted the transformative impact that artificial intelligence (AI) is expected to ...

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

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

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

The first thing is management who need to be competent and honest. Management should have skin in the game, and so should the ...

At a time when financial and real estate markets are increasingly volatile, it is essential to understand the role of ...

The rise of AI in wealth management isn’t just about technological advancement; it’s about fundamentally reshaping how ...

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors ...

Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...