The wealth management giant capped off 2025 by pressing ever closer to the asset and wealth management target set by former ...

The megabank sees its asset inflows swell by 14% while reporting greater numbers of client advisors and private bank advisors ...

Learn strategies for High-Net-Worth individuals to manage wealth.

Adjusted EPS for 2024 was $3.95, reflecting a 12% increase year-over-year, marking the company’s second-highest annual performance. James O'Sullivan, President and CEO, highlighted that client assets ...

LPL Financial LLC is expanding its high-net-worth services by introducing new business planning tools aimed at assisting financial advisors in supporting CEO clients and business founders. With over ...

Assets Under Management and Advisement (AUM&A) represents the consolidated AUM and AUA of IGM Financial's core businesses IG Wealth Management and Mackenzie Investments. In the Wealth Management ...

Fee-only financial planners are compensated based on an hourly rate, a flat rate or a percentage of assets and/or income, not by commissions. Firms in the fee and commission section of this List might ...

From nimble startups to established, multigenerational enterprises, I’ve had the privilege of financially guiding a diverse array of businesses. Across all these experiences, one pattern stands out: ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...