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Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capital Partners, has acquired GFP Private Wealth,

The Financial Services Institute, an advocacy group for independent financial advisors, will meet with the Office of Management and Budget

(Bloomberg) — Alternative money manager CAZ Investments launched a fund for individuals that will take stakes in private-asset firms, a niche strategy

Artificial intelligence has transformed nearly every industry, and asset management is no exception, as the industry depends on rapid and

Nearly 1,000 active ETFs launched in 2025, almost double the previous record. What some macro indicators are saying about markets.

FMG has acquired Testimonial iQ, an online reputation management platform for wealth management, and will rebrand it as FMG Testimonials.

In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman speaks with Todd Moser, President of the Personal

Features on Fiduciary Professions and Philanthropy Source link

Marissa Fox-Foley, former chief marketing and communications officer at Choreo, has joined Sanctuary Wealth, the Indianapolis-based partnership of independent registered

The headlines about George and Amal Clooney obtaining French citizenship might not be surprising to many, especially financial advisors, who