The wealth management industry is rapidly embracing advanced technologies like AI, but many firms are finding their data infrastructure isn't ready. Based on the inaugural BetaNXT Data ...

Over the past decade, the impressive returns of U.S. large-cap stocks have made it easy for investors to overlook international equities. Now, however, the landscape is shifting, and the case for ...

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns.

Alternative asset manager Hamilton Lane launched a new venture capital and growth fund to join its broader $10 billion AUM evergreen products. The Hamilton Lane Venture Capital and Growth Fund ...

Savant Wealth Management, a $29.6 billion registered investment advisor based in Rockford, Ill., has expanded into Rhode Island by acquiring Corrigan Financial’s 25-person team and $1.15 billion ...

Brian Ullsperger, managing director at Andersen, emphasizes a “high-tech, high-touch” strategy to client engagement—leveraging digital tools like portals, email, and text alongside personal ...

Jaime Magyera, Co-Head of U.S. Wealth Business and Senior Sponsor for Retirement, BlackRock, shares how advisors can meet rising client expectations through custom model portfolios. With the ...