LONDON (Reuters) -Jared Kushner's investment company Affinity Partners saw assets under management jump 60% last year to $4.8 ...

Kushner, 44, founded his investment firm after his father-in-law Donald Trump’s first term in the White House. Close to 99% ...

Financial advisors are drowning in paperwork, outdated tech and inefficiencies. Enter Savvy Wealth, the digital-first ...

Two financial planning and wealth management firms, Lincoln Sparrow Advisors and Progressive Planning Services, have combined to create BearingStone Wealth.

Jared Kushner’s Affinity Partners’ assets under management grew to $4.8 billion from $3 billion in 2024, powered by new money ...

Achieving global leadership from its home base in New York, iCapital wins the award for North America’s best technology ...

BPI Private Wealth has solidified its position as a leader in wealth management and legacy planning, demonstrating a strong commitment to securing the financial legacies of its clients.

Financial literacy isn’t something kids pick up overnight. It’s built through experience, conversations, and smart ...

How will artificial intelligence affect the distribution of income and wealth this century? After falling through much of the 20th century, income inequality, measured as the fraction of income ...

The scandal shocked Singapore. But what embarrassed the country’s authorities most was that six family offices – lightly regulated, private wealth-management companies for rich individuals ...

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