Melissa Nims takes over for Jeremiah Barlow, who has been appointed chief commercial officer, a newly created position.

Baird adds HWB Partners, a sports-focused wealth advisory team, to its private wealth management business in Indianapolis ...

Former advisor allegedly defrauded clients of $1.7M by misdirecting investments and falsifying statements over a 17-year ...

The Tony Hsieh estate litigation is one of the most consequential probate cases in recent memory—and one of the most ...

AI tools are transforming wealthtech with deeper integrations and smarter workflows that expand advisor capacity and ...

APL at InvestCloud's Cheryl Nash details how AI, personalization, and private markets are transforming managed accounts and ...

Fresh off a Series A funding round, Gridline is doubling down on scaling operations and infrastructure with the appointment ...

If we’re to take stock in a new survey put out by Paris-based investment firm Natixis, all the hair-pulling over financial ...

Soteris Private Wealth represents the second Merrill breakaway to join $58 billion Sanctuary in as many weeks.

Also, Caprock opens a Denver-based multi-family office, OnePoint BFG snags a $450M Northwestern Mutual team, and Wealth ...

Iconiq Capital bets big on AI startups, investing billions in Anthropic and others to reshape industries and drive global ...

AI is changing wealth management with conversational input, scalable back-office roles, and improved APIs for autonomous ...