Wealth Management
Portugal Pathways Targets High-Net-Worth 2026 Visa Applicants
Portugal Pathways highlights Portuguese investment funds as a strategic route to EU residency for high-net-worth individuals applying for the Portugal Golden Visa in 2026.
Ground-Up Development Offers Superior Wealth Creation in Texas Real Estate, Expert Says
Ground-up real estate development in Texas provides investors with multiple opportunities to compound equity through staged refinancing, offering greater wealth-building potential than value-add acquisitions despite inherent risks.
Peapack-Gladstone Financial Corporation Announces First-Quarter 2026 Earnings Conference Call
Peapack-Gladstone Financial Corporation will host an earnings call to discuss its first-quarter 2026 results, providing insight into the performance of a $7.5 billion asset bank holding company with significant wealth management operations.
Concorde Promotes Sydney Hockaday to Managing Director of Marketing
Concorde has elevated Sydney Hockaday to managing director of marketing, signaling a strategic emphasis on integrated marketing across its financial divisions to drive long-term growth and advisor support.
Silver Oak Securities Partners with TaxStatus to Revolutionize Financial Data Access for Advisors
Silver Oak Securities has partnered with TaxStatus to provide independent financial advisors with direct access to IRS-verified financial data, addressing critical data accuracy and efficiency challenges in wealth management.
Investment Leaders Outline Strategic Response to Fed Rate Cut at Beverly Hills Wealth Forum
Top investment strategists at the Beverly Hills wealth management forum detailed how investors should position portfolios following the Federal Reserve's interest rate reduction, emphasizing opportunities in bonds, equities, and alternative assets.
Wealth Advisors Trust Company Expands National Reach Under New Leadership
Wealth Advisors Trust Company's new President & COO Jonathan Connolly outlines plans for national expansion and operational innovation as the $4 billion firm positions itself to capitalize on the massive intergenerational wealth transfer reshaping the trust industry.
PIMCO's Alyce Su Outlines Investment Strategy Following Fed Rate Cut at Elite CIO Forum
Dr. Alyce Su presented a three-pronged investment approach at the Beverly Hills wealth management forum, emphasizing opportunities in bonds, equities, and alternatives during the current non-recessionary easing cycle.
DIY Estate Administration Poses Significant Financial Risks for Grieving Families
Attempting do-it-yourself estate administration without legal guidance often leads to costly errors, delays, and family disputes that can ultimately cost more than professional legal assistance.
Peapack Private Expands New York Commercial Banking Team with Veteran Hire
Peapack Private Bank has strengthened its New York commercial banking presence by hiring Alex Lurye, a seasoned banking executive with over 23 years of experience managing multi-billion dollar portfolios.
Florida's Tax and Legal Framework Offers Strategic Wealth Preservation for Affluent Families
Financial advisor Rob Edwards explains how Florida's tax advantages and property laws provide high-net-worth families with unique opportunities for wealth preservation and estate planning when properly structured.
Cryptocurrency Millionaires Reach Record 241,700 Globally in 2025
The global population of cryptocurrency millionaires has reached a historic high of 241,700 in 2025, signaling mainstream adoption and wealth creation opportunities in the digital asset space.
AFC Planning Group Transitions $110 Million in Assets from LPL Financial to Osaic
AFC Planning Group's move to Osaic highlights the ongoing consolidation in the wealth management industry and the strategic importance of platform resources for advisory firms seeking growth.
Peapack Private Strengthens Manhattan Presence with Veteran Wealth Manager Hire
Peapack Private Bank & Trust has appointed Robert Melle, a financial industry veteran with over $1.2 billion in asset management experience, to lead wealth management expansion in New York City, signaling strategic growth in the competitive high-net-worth market.
Concorde CEO Danielle Delongchamp Receives 2025 Wealth Management Industry CEO of the Year Award
Danielle Delongchamp's recognition as CEO of the Year highlights Concorde's successful strategy of providing financial professionals with integrated solutions that enhance client outcomes in the competitive wealth management industry.
Peapack Private Strengthens Wealth Management Team with Senior Hire
Peapack Private Bank & Trust has hired Rebecca Wuest Creavin as Senior Managing Director and Client Advisor, signaling the bank's strategic expansion in high-net-worth wealth management services.
Freestone Capital Management's Erik Morgan Ranked #6 Among Barron's Top 100 Independent Advisors
Erik Morgan of Freestone Capital Management has been ranked #6 nationally in Barron's Top 100 Independent Advisors, highlighting the firm's growth from $250 million to over $12 billion in assets under management and its significance in the wealth management industry.
Intention.ly Launches Custom Client Portal and Mobile App to Transform Financial Services Collaboration
Intention.ly's new client portal and mobile app centralizes resources and communication tools to enhance transparency and collaboration for financial services firms.
Segment Wealth Management CEO Recognized in Barron's 2025 Top 100 Independent Advisors Ranking
Segment Wealth Management's inclusion in Barron's prestigious 2025 ranking highlights the growing importance of independent, fiduciary-based wealth management models that prioritize client interests over commissions.
Williams Jones Wealth Management Earns Fourth Consecutive Spot on Barron's Top 100 RIA Firms List
Williams Jones Wealth Management has been ranked No. 50 on Barron's 2025 Top 100 RIA Firms list, marking its fourth consecutive year on this prestigious ranking that evaluates independent advisory firms based on assets under management, technology spending, and succession planning.
Oracle's Surge Narrows Wealth Gap Between Ellison and Musk, Fueling Florida Luxury Transformation
Larry Ellison's net worth approaches Elon Musk's following Oracle's record stock surge, while his $450+ million Florida hospitality investments are transforming Manalapan into an ultra-wealthy enclave with broader real estate implications.
Shaping Wealth Expands Advisory Board to Advance Human-First AI Platform for Wealth Management
Shaping Wealth enhances its advisory board with industry experts to accelerate the development of its AI platform Lydia, focusing on integrating behavioral science with technology to humanize financial advisory services.
Former Merrill and Hightower Advisors Launch Independent Wealth Management Firm in Connecticut
Two veteran financial advisors with over $1 billion in managed assets have established Granite Islands Private Wealth as an independent firm to provide fiduciary-focused wealth management services with enhanced resources and technology.
Simon Quick Advisors Launches WealthMetrx to Provide Data-Driven Tax Analysis for High-Net-Worth Clients
Simon Quick Advisors has introduced WealthMetrx, a proprietary service offering visual, multi-year tax analysis that helps high-net-worth clients benchmark their tax strategies against peers and identify opportunities for greater efficiency and strategic alignment.
Axxes Capital and Greywolf Capital Launch Opportunistic Credit Fund for Wealth Advisors
Axxes Capital partners with Greywolf Capital to launch an SEC-registered interval fund providing retail investors access to institutional-quality opportunistic credit strategies through an advisor-friendly structure with lower minimums and simplified tax reporting.
Former Morgan Stanley and Merrill Lynch Advisors Form $2 Billion Wealth Management Firm on Arkadios Platform
Six elite financial advisors from competing global wirehouses have combined to create Longleaf Capital Group, representing a significant shift toward independent wealth management models that offer greater flexibility and comprehensive client services.
Global Wealth Management Earns Second Consecutive Recognition as South Florida's Fastest-Growing Firm
Global Wealth Management's repeated recognition as one of South Florida's fastest-growing companies underscores the increasing demand for personalized retirement planning services and reflects the firm's successful expansion strategy in serving retirees across multiple locations.
Cresset and Monticello Associates Form Strategic Partnership to Create $196 Billion Wealth Management Powerhouse
The strategic combination between Cresset and Monticello Associates creates a formidable $196 billion wealth management entity that enhances institutional advisory capabilities and expands investment opportunities across public and private markets.
Greg Allison Joins Peapack Private Bank & Trust to Strengthen Wealth Management Division
Greg Allison, a seasoned wealth management professional, has joined Peapack Private Bank & Trust as a senior managing director and portfolio manager, bringing over two decades of experience to enhance the bank's wealth management services.
Farther Tops Inc. 5000 as Fastest-Growing Financial Services Firm in America
Farther's recognition as the fastest-growing financial services firm in America highlights its innovative approach to wealth management, combining technology with expert advice to redefine client and advisor experiences.