The 401(k) millionaire class is growing: according to Fidelity, the number of its participant accounts with balances over $1 million blossomed to 537,000 in 2024, a year-over-year increase of 27%.

A new study shows recessions to be a ripe time to prospect for new clients. Advisors highlight the best ways to add AUM when ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Last week was a busy one for Merrill Lynch. The wealth management company hired a Raymond James Financial advisor who oversaw ...

Altruist has raised $152 million in its latest funding round, led by Singapore's sovereign wealth fund GIC, at a valuation of $1.9 billion, the wealth management startup said on Tuesday.

Hands-off financial services such as Wealthsimple and Questrade are incredibly popular with young investors, but this ...

Altruist, the modern custodian for RIAs, today announced $152 million in Series F funding led by GIC, a global institutional ...

SYDNEY, April 15, 2025 /CNW/ -- Australian-based FinTech platform Complii Fintech Solutions has announced the launch of its Capital Raising solution for the Canadian market. Complii is Australia's ...

The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating ...