A Microsoft (NASDAQ:MSFT) executive highlighted the transformative impact that artificial intelligence (AI) is expected to ...

Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

Swiss Life is buying asset manager Zwei Wealth to expand its investment business for high net worth individuals and institutional clients. The Swiss life insurer said Wednesday said the parties agreed ...

Real estate has long been a favored asset class for investors and family offices. Its ability to generate income, preserve ...

As the influence of family offices continues to grow and new opportunities arise, other investors may be wondering when it ...

The next CEO of Raymond James talks about how private equity ownership has made for some difficult marriages in wealth ...

Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year ...