Plan To Prosper Wealth Management is a national financial advisory firm headquartered in Ormond Beach, FL. The firm has $149.1 million under management and employs 1.The firm caters to 1,030 clients ...

Less than half (46%) of U.S. adults have a will, according to Gallup. Adults aged 65 and older are the most likely cohort to have a will, with 76% saying they have one, the polling firm found. But ...

The world is witnessing a remarkable transformation right now, with family offices emerging as potent engines of wealth ...

FARGO, N.D.-- Bell Bank has named Zac Wanzek, CFA, CPA, as chief investment officer (CIO) and Greg Sweeney, CFA, as chief ...

The chief of Wilmington Trust’s $80 billion wealth management unit says the business is about much more than investing.

BPI Private has demonstrated strong momentum, registering a 9% increase in assets under management to €9.5 billion ($10.3 ...

BNP Paribas Wealth Management, Western Europe’s best for investment research, has numerous advantages in this field – ranging ...

A Birmingham-based financial advising company added $400 million in assets with its latest deal. Waverly Advisors LLC ...

A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the ...

Challenger is running a request for proposal process to canvass alternate managers, as its current manager Elanor remains in ...

In the age of the side hustle, should brokerage firms have to supervise every outside gig their advisors work even if the job has nothing to do with their financial profession?