Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an ...

As I research the evolution of wealth management for my upcoming book, I’m constantly on the lookout for firms that are doing things differently—breaking away from the pack and redefining what ...

Karl Heckenberg, who heads a private-equity firm with $1 billion to invest in independent wealth management firms, says the secret to his career success is simple. “I think a lot of it is that ...

Chicago’s largest wealth management firms, which serve the region’s most affluent clients, oversee hundreds of billions in ...