Shaun Hauser is the founder and CEO of Wellington-Altus Financial, the parent company of Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, Wellington-Altus Group ...

The wealth management industry is evolving amid a sharp rise in global wealth and shifting demographics and priorities of investors. While global financial wealth hit an all-time high of US$305 ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more. We ...

The extent to which independent financial advisors are using artificial intelligence is only starting to catch up to the "great headlines" about wealth management firms tapping AI, according to Ritik ...

Azimut Group’s combination of sustained international expansion, disciplined financial performance and an increasingly sophisticated global wealth architecture positions it apart from an industry ...

Few independent firms have made as big a splash in the last couple of years as New York-based National Financial Partners. Founded in 1998, the firm has followed the unusual — and enormously ...

Carlyle and Bain Capital are vying to buy a wealth management platform overseeing nearly $160bn in client assets amid a wave of private equity deals targeting independent firms in the sector.

Today, investment management is just one piece of the puzzle. For advisors who enjoy solving complex problems, that's an ...

A 12-person advisory that had been with Northwestern Mutual has joined Mariner Independent, Mariner’s 1099 independent contractor channel that brought in a new leadership team last year. Alinity ...