Consulting firm McKinsey has predicted a transformative decade for wealth management in the United States, arguing that wealth management for high-net-worth individuals will increasingly look more ...

More young women are joining the ranks of wealth management, but not in the roles that are more likely to be better-paid and lead to executive roles, according to a recent study by Fintrx. While women ...

NEW YORK, Feb 24 (Reuters) - UBS (UBSG.S), opens new tab promoted Lisa Golia to lead its U.S. wealth management advisers in the field on March 1 after serving as chief operating officer for the ...

Wealth management and tax planning companies fell on Tuesday after privately held financial software provider Altruist Corp. launched an AI tool that creates tax strategies for clients, generating ...

The rising incidence of M&A in the accounting profession says something important. Earning a profit is harder for a variety of reasons. This may be one reason why partnerships between CPAs and ...

Wells Fargo is planning to relocate the base of operations of its wealth management unit to south Florida later this year, the bank confirms. The initial move will involve roughly 100 staffers, ...

Wealth management firm adds tax preparation at no additional cost to Strategic and Comprehensive memberships, enabling coordinated year-round strategy NEW YORK--(BUSINESS WIRE)--Domain Money today ...

"This was a calculated, premeditated act of pure evil." Final goodbye denied: Judge blocks accused killer's request to attend memorial A Palm Beach County judge has denied a request from an accused ...

Wells Fargo is moving the headquarters of its wealth-management operations to downtown West Palm Beach, bringing more than 50 senior executives who oversee wealth services for one of the nation’s ...

(RTTNews) - Wells Fargo (WFC) has confirmed plans to relocate the headquarters of its wealth management division to West Palm Beach, Florida, making it the first major U.S. bank to base its wealth ...

SANTA MONICA, Calif.--(BUSINESS WIRE)--Angeles Wealth Management (“Angeles Wealth”), a national wealth management firm serving generationally wealthy families, today announced the acquisition of XO ...