Aegis Wealth Management Inc is a national financial advisory firm headquartered in Guthrie Center, IA. The firm has $143.1 million under management and employs 30.The firm caters to 1,742 clients of ...

Imran Qureshi succeeds retiring Marco Boschetti as Global Retirement LeaderEmory Todd succeeds Qureshi as Integrated & Global Solutions ...

A critical turning point for both industries, with innovation, AI integration, and operational efficiency identified as key success drivers in a ...

UBS is tapping Solita Marcelli as the next head of global investment management for its global wealth management unit.

Clients who trust their advisors to always put their interests first are more likely to be loyal, according to research.

One of the biggest challenges in financial planning and investing is longevity risk. A one-page PRISM plan can help you prepare for the forthcoming costs.

AAII’s PRISM Wealth-Building Process helps you think through the considerations for creating the optimal allocation for you.

Michela Buttignol / Investopedia Enterprise risk management (ERM) is a methodology that looks at risk management strategically from the perspective of the entire firm or organization. It is a top ...

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

Forbes contributors publish independent expert analyses and insights. As I research the evolution of wealth management for my upcoming book, I’m constantly on the lookout for firms that are ...

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 ...