Black, Hispanic and Latina women are more likely to have started investing in the past few years than investors overall, according to a new J.P. Morgan Wealth Management study. This is the third year ...

On CNBC's “Halftime Report Final Trades,” Josh Brown of Ritholtz Wealth Management said PayPal Holdings, Inc. (NASDAQ:PYPL) ...

The deal was first confirmed by the wealth tech titan in July. At that time, Envestnet said it was being acquired by Bain ...

While FIDx's Insurance Exchange is platform agnostic, FIDx chose to expand its connection with iPipeline based on its use of ...

Kingswood U.S., a network of independent wealth management firms that oversees more than $15 billion in client assets globally, has acquired the Nashville, Tenn.-based Eudaimonia Partners and ...

Gulf Capital Investment Company ‘InvestGB’ the wholly owned investment arm of Gulf Bank, has formed a strategic partnership ...

"It also underscores our commitment to expanding our wealth management services, delivering exceptional client service and ...

Jennifer Valdes, a Certified Financial Planner and Founding Principal of Financial Designs Wealth Management highlights some ...

President Biden and former President Donald Trump don’t agree about much. Still, both are intrigued by the idea of a U.S.

Banks, traditionally focused on managing money, are now shifting their attention to life planning for high-net-worth clients ...

Personalization can significantly enhance client satisfaction and advisor success in today’s wealth management ecosystem.