Somerset Asset Management, renowned for offering personalized wealth management services to high-net-worth individuals, families, non-profit organizations, and corporate retirement plans, is excited ...

How a 21-year-old advisor at elite firm Barnum Financial Group created planning methods that actually work for immigrants and ...

Osaic and UBS have both been on the losing end of some recruiting deals in recent months, while this week Cambridge, Rockefeller and RBC were on the winning end.

The home, originally listed in 2024 for $14.9 million, was sold to an entity linked to San Francisco-based Iconiq Capital, a ...

RBC Wealth Management keeps luring advisors away from UBS. Canada’s largest bank announced on Thursday that it had recruited ...

Managing director Blake MacKenzie sees the firm's wealth management business as key to its growth in the Chicago area.

Students from the M.P.S. in Wealth Management program joined Senior Program Director Tracy Schwartz at BNY Mellon’s premier ...

Meanwhile, Rinehart, as president and chief wealth officer at Triad Partners, will be responsible for establishing the strategic direction of the firm as well as overseeing the performance and the ...

Knight, who is also the firm’s chief economist, explains how it plans to retain its boutique feel even as it continues to ...

Specifically, I was curious what financial advisors are recommending for their high-net-worth-individual (HNWI) and ultra-high-net-worth-individual (UHNWI) clientele these days. So I embarked on a ...