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

The division aims to serve customers across the financial spectrum. United Community Wealth will consist of two service lines: United Community Private Wealth and United Community Advisors. Brendon ...

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

What drives the industry’s top advisors and teams? This industry update with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.

As the media buzz surrounds the Trump economy, a U.S. sovereign wealth fund could advance America’s interests in new and ...

Trump's cabinet might have a model in Alaska's Permanent Fund, which disperses checks to Alaska residents.

Dave Breslin, formerly head of First Republic’s private-wealth unit, runs the new firm, which is being launched as GC Wealth. The company has steadily built up a base of existing high-net-worth ...

Learn more One of the most common questions readers write into The Advicer column involves whether a reader is paying too much for their adviser or not. The short answer to many of these ...

We adapted data collection of Round 8 of the Wealth and Assets Survey (WAS) because it took place during the coronavirus (COVID-19) pandemic; while this round offers valuable insight, data are more ...

Ann Rosevear of Dunham Trust Company discusses how trust planning and wealth preservation intersect and how they benefit each other.

Millions of people are being forced deeper into poverty as the ultra-rich increase their wealth. As global elites gather this week in the ski resort town of Davos, Switzerland, for the annual World ...

Former home secretary declines to say whether she will join Nigel Farage’s party or still be a Tory MP by end of this Parliament The former home secretary declined to say whether she would join ...