Modern Wealth Management enters the Florida market through its acquisition of Legacy Wealth Management, a South Florida-based ...

Analysts polled by FactSet expected $4.38 a share. Revenue rose 7.1% to $611 million, driven by institutional buy-side and wealth management ...

Ruane, Cunniff LP, an investment adviser managing Sequoia Strategy, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Sequoia Strategy returned 9% in Q4 compared to 2.

Root Financial founder James Conole discusses how the firm’s simple client messaging about financial planning helped it land ...

RBC Wealth Management has received two Euromoney Private Banking Awards for 2026 in Canada. The awards recognize its advisory ...

Girard, a Univest Wealth Division, emphasizes individual stock picking, global diversification and active management ...

Product, recruiting, and client strategy roles dominate latest senior appointments at firms including Franklin, Edwards, ...

In her new appointment, Tan will be spearheading the business unit’s strategic growth, strengthening client relationships and ...

Unlike individual planning, family wealth management addresses shared financial responsibilities such as supporting children, ...

Wealth management for women focuses on building and protecting wealth in ways that account for the financial realities women ...