Charlotte Stewart, new director of client events, and WSP's CEO will develop engaging events to educate the underserved demographic.

Savvy Wealth CEO Ritik Malhotra explains how his company is helping advisors with automation, compliance and operational ...

Meanwhile, Merit Financial Advisors – which also took a minority investment from WPCG and HGGC – has acquired Sanctuary ...

The question of when (or if) wealth management firms need to hire a chief technology officer depends upon a number of factors ...

Merit Financial Advisors has acquired Pocatello, Idaho-based Sanctuary Wealth Management and its subsidiary Fiduciary Services, adding a combined $1.6 billion in assets under management, a Merit press ...

As I research the evolution of wealth management for my upcoming book, I’m constantly on the lookout for firms that are doing things differently—breaking away from the pack and redefining what ...

Beyond investments, clients will benefit from the firm's deep foundation in wealth planning, led by Chief Wealth Strategist Keith Feinberg. The founding team, all owners of the firm, is comprised of a ...

Perfios, a provider of software services to banks and other financial services companies, has acquired CreditNirvana, a debt management and collections platform. The company did not disclose the ...

Beyond investments, clients will benefit from the firm’s deep foundation in wealth planning ... Custom portfolio design and management, with an emphasis on risk management and long-term growth.