Increasingly, accounting firms are establishing wealth management practices. The rationale is often twofold. One reason is to serve their clients better. The other reason is that wealth management ...

“At Integrated Partners, the way we think about accounting firms delivering wealth management expertise is not in line with how most professionals think about it,” says Paul Saganey, Founder and ...

Wealth management executives expect strong revenue growth as post-election clarity boosts confidence despite tech and talent ...

-- 93% expect revenue growth of 5% or more in the next 12 months. -- 72% are increasing benefits and perks to improve recruitment and retention. -- 89% use AI and data analytics to support ...

Maxwell Locke & Ritter, a Regional Leader based in Austin, Texas, has sold its wealth management practice to Creative Planning, a registered investment advisory firm in Overland Park, Kansas, ...

Here we sit, many months into the COVID-19 pandemic, and there are two facts: Some firms have grown their wealth management business, and some firms have staggered or not grown their wealth management ...

Private equity capital is driving a "revolution" in the wealth management and accounting industries, but its ties to credit from non-bank lenders could pose risks, a new study found. Those elevated ...

The transaction will add a team of professionals to Wealth Enhancement, overseeing more than $182m in client assets.

Choreo, a Chicago-based registered investment advisor, is acquiring the wealth management business of accounting firm BDO USA, which oversees roughly $8.1 billion in assets under advisement or ...

For both investors and the advisors who guide them, developing a greater degree of mindfulness in the investing process is ...

When reviewing job growth and salary information, it’s important to remember that actual numbers can vary due to many different factors—like years of experience in the role, industry of employment, ...