Uday Suresh Kotak is the billionaire founder of Kotak Mahindra Bank, now serving as a non-executive director after stepping ...

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...

Norway's $1.8 trillion sovereign wealth fund, the world's largest, said on Thursday it had placed Italian shipbuilder Fincantieri under observation over alleged human rights violations.

The Denver-based aggregator is acquiring Financial Partners Group, a Nashville-area firm with $660 million in assets.

Many people find that despite working hard, they don’t get the income they want. Since November 2024, the cryptocurrency ...

President Trump signed an executive order that puts in motion plans for a U.S. sovereign wealth fund. Here's what a sovereign ...

AllianceBernstein reported $792.2 billion in total assets under management as of Dec. 31, up 9.2% from $725.2 billion a year ...

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

The use of AI in wealth management can be valuable, but it can yield even greater results when used alongside human expertise ...

Family enterprises must balance legacy and professionalization to sustain wealth. Adapting asset management strategies can ...

At first glance, Wellby Financial may appear to be just another bank, offering familiar services like savings and checking accounts, auto and personal loans, mortgages and wealth management solutions.

Kentaro Okuda promised to reinvent Nomura when he took the top job at the Japanese bank almost five years ago. It's starting ...