Women will get most of the $124 trillion 'great wealth transfer.' Here's why.
Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...
Stockbridge Partners with iCapital® to Deliver Private Real Estate to the Private Wealth Community
Stockbridge, a leading real estate investment management firm with $33.9 billion in assets under management, is excited to announce its partnership with iCapital1, the global fintech platform driving ...
InvestmentNews8d
Americana Partners, Apella Wealth unveil strategic acquisitions
Americana is making its first foray outside the Lone Star State, while Apella welcomes another partner in New England.
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth and has been on an upward growth trajectory ever since. They leveraged LPL’s business strategists, marketing resources and a ...
Business Wire12d
CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software
With Conquest’s technology, advisors at CI Assante, CIPW and Aligned Capital Partners can build sophisticated, personalized ...
Proquility Private Wealth Partners LLC Has $1.78 Million Stock Holdings in Apple Inc. (NASDAQ:AAPL)
Proquility Private Wealth Partners LLC decreased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.0% ...
Crain's Chicago Business4d
As Chicago’s wealth management industry grows, independent firms carve out their niche
Chicago-based Burling Wealth Partners has amassed $800 million in assets under management since launching in September.
Bloomberg L.P.8d
Key drivers transforming wealth management in APAC
The APAC private wealth management landscape is shifting rapidly as new tools and client demands push the industry toward increased efficiency, accuracy, and competition. Recent discussions and ...