We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and ...

Centers of influence (COIs) are the most effective way for wealth managers to acquire new clients, especially those with higher net worth. They wield significant influence over the decisions made by ...

Tysons wealth management startup Prismm is nearing its first major funding round as the company looks to take a slice of the estimated $124 trillion in assets set to transfer between generations in ...

High-income individuals and families prefer multi-family offices over various private wealth industry professionals (Exhibit 1). This preference increases as their level of affluence rises. The goal ...

The truly wealthy know that reaching their first million is just step one. Adopting financial habits that help them continue ...

Osaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management strategies, today announced that Tim and Mitch Meyers have launched Meyers Wealth Management Group ("Meyers Wealth"), ...