AI is changing wealth management -- but not how you think. Here's how some firms are using it to serve clients better.

Bush Wealth Management announced this week that Courtney Gooding, previously serving as partner and chief compliance officer, has transitioned into a new role as partner, chief operations officer (COO ...

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth management and financial planning both support these decisions, but they ...

Family offices need estate planning and charitable giving expertise to truly serve wealthy clients, not just portfolio ...

PBMares, a US-based public accounting and consulting practice, has divested its wealth management unit, PBMares Wealth ...

Financial advisors in the pro bono space are connecting with one of the industry’s most underserved populations: those who’ve been released from prison, whether they have served their time or were ...

“I like to tell people that it’s because I grew up and matured enough and he calmed down enough to where it works.” That was the humorous answer Geoff Ratliff gave when asked how he and his father, ...

Explore the Certified Trust and Fiduciary Advisor (CTFA) designation, its requirements, benefits, and how it enhances careers ...

Discover how investment banking focuses on corporate clients for mergers & IPOs, while wealth management caters to individual ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...