The best wealth managers in the next decade won’t be those who rely on gut instinct, but rather the ones who utilize AI to ...

Many investors today favour sustainable impact investing, seeking to funnel their wealth into investments that will produce ...

Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of ...

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term ...

The dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset ...

Effective wealth management is no longer limited to spreadsheets or manual processes. For family offices, managing wealth ...

Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its ...

Envestnet unveiled the next phase of its platform innovation strategy, sharing a comprehensive roadmap for 2025 and 2026 designed to help wealth management firms scale the delivery of financial advice ...

The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional ...

The May 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is the same as the April 2025 Section 7520 rate. The May applicable ...

Orland Park-based OFM Wealth was founded in 1981 by Sam Ogrizovich. The firm, with more than 175 clients, offers financial planning, investment management, and tax, estate and retirement planning.