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.
Crowdfund Insider11h
FNEX Alternatives Market to Provide Wealth Management Professionals with Access to Investment Opportunities
FNEX announced launch of FNEX Alternatives Market, a platform designed to provide wealth managers with access to alternative ...
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 ...
The Business & Financial Times on MSN22h
FirstBank targets high-net-worth individuals with new private banking service
FirstBank Ghana, leveraging its nearly three decades of experience in the country and 130 years of regional expertise, has introduced a private banking and wealth management service aimed at the ...
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 ...
Crain's Chicago Business5d
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.