Longreach Alternatives has hired Katerina Skulskaya, a former director at Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private ...

These top robo-advisors charge low fees but still offer high-quality features, including automated portfolio rebalancing, exposure to a range of asset classes and financial planning tools.

It's only natural for a financial advisor to want to help a friend or family member with some investing tips or a nudge toward an estate plan. But how far should that go?

Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the ...

Savvy is not the only firm to bolster its legal bench this year. Earlier this month, Osaic brought on Saumya Bhavsar as chief ...

With the goal of enhancing its wealth management offering, Charles Schwab (SCHW) made a minority investment in AI-powered estate planning platform Wealth.com, it said on Wednesday.

From digital wealth management to automated advisory services, these innovative firms are reshaping how financial assets are ...