If you want to work with individuals and families whose net worth is $30 million or more, the best way to connect with them is through centers of influence (COIs), typically accountants and trusts and ...

Client demand resurgence boosts IT deal pipeline in Q3, with significant growth reported by major Indian IT firms.

The industry is changing fast, and retirement planning is becoming a big part of wealth management. Advisors who tap into this shift can expand their services and provide more value to clients. With ...

CEO Richard R. Hough reported "discretionary assets under management increased $1 billion during the second quarter, primarily due to strong markets," with $80 million in organic new client accounts ...