Wealth Management
Joelle Spear Launches Independent Wealth Management Firm with Osaic
Joelle Spear, a seasoned financial advisor, has launched her independent firm, Spear Wealth Management, affiliating with Osaic to leverage its technology and support for client-focused services.
GDS Wealth Management Recognized on Inc. 5000 List for Second Year
GDS Wealth Management's consecutive inclusion on the Inc. 5000 list highlights its growth and commitment to client success in the financial advisory sector.
Coral Gables Trust Strengthens Professional Ties at Annual ATO Dinner
Coral Gables Trust's Annual ATO Dinner at The Breakers Palm Beach highlights the importance of professional collaboration in the trust and wealth management sector.
Dr. Natalie Michon's New Book Revolutionizes Legacy Planning with Humor and Heart
Dr. Natalie Michon's nationwide book launch addresses the cultural taboos around end-of-life planning, offering a comprehensive guide to securing assets and preserving generational wealth.
Four States Dominate U.S. Billionaire Residency in 2025
California, New York, Florida, and Texas collectively host over 60% of the nation's billionaires, highlighting significant geographic wealth concentration and the influence of economic and tax policies on billionaire residency trends.
ChoiceOne Bank Partners with Ameriprise Financial to Enhance Wealth Management Services
ChoiceOne Bank transitions its investment program to Ameriprise Financial, aiming to provide clients with expanded investment opportunities and a seamless wealth management experience.
MoneyShow Virtual Expo Highlights Long-Term Investment Strategies
The MoneyShow Virtual Expo emphasizes the importance of long-term investment strategies over short-term gains, offering tailored advice for portfolio growth.
Eton Solutions Announces $58M Series C Funding to Fuel AI and Product Innovation
Eton Solutions' $58 million Series C funding round, led by Navis Capital Partners, underscores the growing demand for AI-driven wealth management solutions among ultra-high-net-worth individuals and family offices globally.
Bluespring Wealth Partners Merger Unites Hickory Asset Management and Ritter Daniher Financial Advisory
The merger of Hickory Asset Management and Ritter Daniher Financial Advisory under Bluespring Wealth Partners creates a firm with over $865M in assets under management, enhancing client services and growth opportunities.
Estate Planning Pros Launches Free Online Attorney Finder to Simplify Estate Planning
Estate Planning Pros introduces a free online directory connecting individuals with estate planning attorneys, enhancing access to legal advice and resources for wealth management and business succession.
Financial Gravity Enhances Team with Seasoned Financial Professional Mitch Monson
Financial Gravity Companies, Inc. strengthens its leadership by appointing Mitch Monson as a Family Office Director, signaling a commitment to advanced tax solutions and comprehensive financial planning for clients.
Paul F. Diamond Joins Peapack Private Bank & Trust as Senior Managing Director
Paul F. Diamond, a seasoned financial services executive, has joined Peapack Private Bank & Trust's wealth division, bringing over 25 years of expertise in portfolio and relationship management to enhance the bank's client advisory services.
Milemarker Promotes Jessica Perez to Partner, Signaling Growth and Innovation in Wealth Management
Jessica Perez's promotion to Partner at Milemarker underscores the company's commitment to innovation and growth in the wealth management sector, highlighting her significant contributions to the firm's strategic direction and market expansion.
Mariner Strengthens Independent Advisor Platform with New Leadership Amid Growing Demand
Mariner enhances its Mariner Independent platform with new leadership appointments to meet the increasing demand for flexible advisor affiliation models and long-term monetization pathways, signaling a robust growth phase for the firm.
Rangeford Investment Reinforces Commitment to Innovation in Wealth Management
Rangeford Investment, a Luxembourg-based wealth management firm, reaffirms its dedication to personalized, high-performance investment services, highlighting its innovative portfolio model and plans for technological advancement.
Rising Crypto Kidnappings Highlight Security Challenges in Digital Wealth
The kidnapping of Michael Valentino Carturan, a crypto entrepreneur, underscores the growing security risks faced by individuals with significant digital assets, prompting industry-wide scrutiny of safety measures.
Monarch Professional Services Group Emphasizes Collaboration and Technology in Financial Services
Lee Farabaugh, Co-Founder and President of Monarch Professional Services Group, discusses the importance of collaboration, talent development, and future-proof technology in transforming financial services implementation and customer success strategies.
Singapore Emerges as Premier Destination for Gold Storage Among the Ultra-Wealthy
Singapore's reputation as a secure haven for gold storage is growing among the ultra-wealthy, driven by geopolitical and economic uncertainties, with facilities like The Reserve gaining prominence.
Vocatus Recognized as Finalist in WealthManagement.com 2025 Industry Awards
Vocatus has been named a finalist in the WealthManagement.com 2025 Industry Awards for Best Client PR Campaign, highlighting its significant contributions to the financial services industry and its impact on client success.
Callan Family Office Recognized in Four Categories for 2025 WealthManagement.com Industry Awards
Callan Family Office's recognition in four categories at the 2025 WealthManagement.com Industry Awards highlights its innovative approaches and leadership in serving ultra-high-net-worth families, signaling its significant impact on the financial advisory industry.
Rangeford Investment Embraces AI to Revolutionize Wealth Management
Rangeford Investment's strategic integration of artificial intelligence marks a pivotal shift in wealth management, promising enhanced decision-making and operational efficiency for global clients.
Jones Foster Expands Legal Team with Addition of Tax and Estate Planning Attorney Evan Sanchez
Jones Foster strengthens its Private Wealth and Corporate & Tax teams by welcoming Evan Sanchez, a lawyer specializing in tax and estate planning, signaling the firm's commitment to nurturing future leaders in complex legal areas.
Mariner Expands Wealth Management Services with Acquisition of Taurus Asset Management
Mariner's acquisition of Taurus Asset Management, a firm specializing in wealth management for high-net-worth individuals and professional athletes, signifies a strategic expansion in its financial services portfolio, adding $1.4 billion in assets under advisement.
Merchant Strengthens Leadership with Appointment of Rich Policastro as Managing Director
Merchant enhances its leadership team by appointing Rich Policastro as Managing Director, aiming to bolster its ecosystem of service partners and support for financial advisors with his three decades of industry experience.
Rothschild & Co Strengthens North American Advisory Team with Ralph Lerman Hire
Rothschild & Co enhances its North American Global Advisory business by appointing Ralph Lerman as Managing Director, signaling a strategic push to expand its U.S. Business Services practice and bolster its advisory services.
Ballast Rock Private Wealth Named Finalist for Thought Leader of the Year in Wealth Management Awards
Ballast Rock Private Wealth has been recognized as a finalist in the Wealth Management 2025 Industry Awards for Thought Leader of the Year, highlighting the firm's contributions to understanding market volatility and its impact on wealth management strategies.
Bruce A. Watterson Joins Peapack Private Bank & Trust as Senior Managing Director
Bruce A. Watterson brings over 40 years of banking experience to Peapack Private Bank & Trust, enhancing the bank's commercial banking division with his expertise in middle market and high net worth client services.
Class Warfare Manifesto Sparks Controversy Ahead of Release
The Bloodline Alliance's upcoming book, 'Grave Robbers and Gold Diggers', has ignited debate by detailing strategies for the affluent to protect their wealth from predatory partners, prompting calls for its ban from the Marital Economic Extraction industry.
Envestnet Strengthens RIA Support with Strategic Leadership Appointment
Envestnet's appointment of Sean Meighan as Head of RIA Distribution highlights its commitment to enhancing technology and services for Registered Independent Advisors, aiming to foster scalable growth and productivity in the wealth management sector.
Henry Mercer Appointed Chief Investment Officer at Withum Wealth Management
Henry Mercer brings over 45 years of investment management experience to his new role as Chief Investment Officer at Withum Wealth Management, signaling a strategic enhancement to the firm's leadership and client service capabilities.