Wealth Management
Peapack Private Bank & Trust Expands Long Island Presence with Senior Managing Director Sonia Lugo
Peapack Private Bank & Trust strengthens its commercial banking division by hiring Sonia Lugo, an experienced financial services professional, to lead strategic expansion into Long Island and build a robust team of relationship managers.
Veteran Banker Tim Juliano Appointed Senior Managing Director at Peapack Private Bank & Trust
Peapack Private Bank & Trust has recruited Tim Juliano, a seasoned commercial banking professional with 37 years of experience, to lead its Long Island business expansion and relationship management team. His extensive background in banking positions the institution for strategic growth.
Ray Dalio Injects $319 Million into Gold Despite Market Volatility
Billionaire investor Ray Dalio demonstrates continued confidence in gold as a core asset, making a significant investment during a period of market turbulence and price decline.
American Heart Association Offers Free Webinar to Help Women Gain Financial Empowerment
The American Heart Association is hosting a free webinar focused on estate planning and financial security for women, addressing unique challenges women face in financial planning and wealth management.
VRGL Names Kyle Zasky as New CEO to Drive Fintech Platform Expansion
Kyle Zasky, a veteran fintech executive with over 30 years of experience, has been appointed CEO of VRGL, a client acquisition and investment proposal management platform. His leadership aims to accelerate the company's growth and enhance solutions for wealth management firms.
Robertson Stephens Ranks Among Top Financial Advisory Firms for Third Consecutive Year
Robertson Stephens Wealth Management has been recognized by USA Today as one of the top 500 financial advisory firms nationwide, highlighting its significant growth and client-focused approach in the wealth management sector.
Robertson Stephens Ranks Among Top Financial Advisory Firms for Third Year
Robertson Stephens Wealth Management has been recognized by USA Today as one of the best financial advisory firms in 2025, highlighting its significant growth and client-focused approach in wealth management.
BridgeFT and iCapital Partner to Streamline Portfolio Data Management for Wealth Advisors
BridgeFT and iCapital have developed a comprehensive data solution for wealth managers, leveraging AI and machine learning to provide unified insights across diverse investment portfolios, addressing critical data integration challenges in the financial advisory sector.
Rothsay Consulting Leverages AI to Transform Wealth Management Strategies
Rothsay Consulting is integrating artificial intelligence into its financial services to enhance investment strategies, improve client outcomes, and drive more personalized wealth management solutions across global markets.
Peapack Private Bank & Trust Expands Premium Banking Services to Manhattan
Peapack Private Bank & Trust launches a flagship 6,000-square-foot Financial Center in New York City, offering personalized banking services aimed at high-net-worth clients and businesses seeking tailored financial solutions.
Fintech Veteran and AI Platform Founder Joins Milemarker as CTO
Milemarker strengthens its leadership team with the appointment of Kailash Duraiswami as CTO, signaling a strategic move to enhance data management solutions for financial advisory firms.