The independent wealth management industry has been a consistently growing segment of financial services over the past several years. According to PwC, there was $115.1 trillion in global assets ...

Can a pair of 20-somethings with no wealth management experience start their own firm? When Matthew Somberg and Joshua ...

The wealth management firms that made our list excelled across four categories, each of which was assigned a weighting. These were client profile (30%), firm profile (20%), services (30%) and ...

Wealth Guide: How can a start-up wealth management firm balance and build differentiation through tech There are many platforms that are offering retail-oriented products such as mutual funds, equity ...

Wealth managers work with a range of clients, but a minimum of $2 million to $5 million in assets is the range where it typically makes sense to consider the services of a wealth management firm ...

So much of what I learned about leading a wealth management firm came from my former boss, Halbert Hargrove's Executive Chairman, Russ Hill. While juggling an incredible responsibility as head of ...

Wealth managers work with a range of clients, but a minimum of $2 million to $5 million in assets is the range where it typically makes sense to consider the services of a wealth management firm ...