More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ...

It comes as no surprise that the events of the past year have caused many of us to reexamine what being wealthy truly means. We asked a sample of high-net-worth clients and advisors how they now ...

Aite-Novarica Group this month released the second iteration of the market monitor report the firm first published in 2019 to identify, rank and analyze the largest global wealth management firms ...

Jay Hughes, a pioneer in family wealth, shares the five capitals he believes keep fortunes from fading.

Ultra-wealthy families establish single-family offices for several reasons. Topping the list is greater control over their financial and personal lives. Because of the level of control and the ability ...

We speak with Advisor Growth Strategies Principal Brandon Kawal about what to watch in the registered investment advisor (RIA) and wealth management space and what’s expected in the coming years.

The additional hiring supports an overarching goal to grow assets under management (AUM) in the business segment to $100 billion by 2030, Alexander said. AUM today is approximately $68 billion, which ...