With trillions of dollars soon to be inherited, financial advisors are learning the essentials of working with two or more generations of a family.

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and ...

Ever wondered what a professional wealth manager thinks when they first glance at your investment portfolio? That initial look can reveal more about your financial health than you might expect. Think ...

High-income individuals and families prefer multi-family offices over various private wealth industry professionals (Exhibit 1). This preference increases as their level of affluence rises. The goal ...

MB Wealth Advisors expands its focus on advanced financial planning and coordinated wealth strategy for individuals and ...

Arete, a wealth management company focused on alternative assets, changed up its leadership, promoting a company executive to ...

For many wealth managers seeking greater success, the answer lies in engaging with the ultra-wealthy. Greater success is defined as higher incomes and a significant increase in practice equity value.

Stagnant advisor headcount and limited productivity are now the biggest barriers to wealth growth.”— Peter Bielan, ...

OVERLAND PARK, KS, UNITED STATES, February 5, 2026 /EINPresswire.com/ -- Integrated Equity Management Partners (IEMP) ...