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 Gottfried met as interns at an insurance-based broker dealer, they began ...

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 management firms start off 2024 with M&A bang A January wave of consolidation sees $32 billion in assets purchased across 23 deals, Fidelity reports. FEB 14, 2024 ...

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 ...