Hepsen Uzcan, who has been with DWS for two decades, has been appointed Americas CEO, succeeding Dirk Goergen, who will continue to hold the responsibility for the region at the DWS Executive Board ...

Mercer Global Advisors has boosted its presence in North Carolina with the acquisition of Kiely Wealth Advisory Group (KWAG), an Oak Ridge, N.C.-based firm with $523 million in assets under management ...

The Association of African American Financial Advisors, the Washington, D.C., organization that aims to increase the number of Blacks in wealth management, named the first chief executive officer in ...

Beacon Pointe Advisors, a Newport Beach, Calif., RIA acquirer that was ranked a top 20 RIA firm in AUM by Financial Advisor magazine, has acquired two firms with $600 million in client assets, the ...

Navigating the Great Wealth Transfer starts by initiating discussions about clients' unique retirement aspirations and legacy goals.

Macroeconomic Impacts Of The Wealth Surge The wealth surge is having important effects on the economic environment.

Prices at the grocery store are going up. USA Today reported the average two income household spends between $476 to $868 per month. Grocery prices were up 13% in 2022, but price increases overall ...

“The inflationary effect happens more quickly, judging from history,” Morgan Stanley’s economists said. The model indicates a 0.9 percentage point bump up in the PCE price gauge — the Federal ...

In the Cerulli report late last month, 54% of asset managers say they currently use or plan to use AI within the next 12 months as part of their advisor segmentation strategy, which is how managers ...

What’s a golden visa? Often known as a “residence by investment program,” a golden visa allows individuals to obtain temporary or permanent residency in a given country so they can live and work there ...

Younger high-net-worth individuals feel that they have a firm grasp on AI, as 82% said they are AI proficient and 56% said they use it regularly, the survey found. Seventy-nine percent of younger high ...

The Charles Schwab Corporation announced this morning that Walt Bettinger would retire as CEO on December 31. He will be succeeded by Rick Wurster, who was named the firm's president in 2021.