Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Nov 09, 2025, 11:37am EST Nov 26, 2025, 03:56am EST Each year ...

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TORONTO--(BUSINESS WIRE)--Addenda Capital, a leader in sustainable investment management has selected OneVest, a cutting-edge wealth management technology company as its wealth management software ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

Wealthy families are launching offices to manage their money at a record clip and are increasingly getting a seat at the table in significant deals. The firm has committed nearly 22% of the new pool ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For more than 30 years, Dan Fasciano, GW&K’s Director of ...

Over the last 10 years, I’ve had the privilege of walking alongside individuals and families as they navigate the unique complexities that accompany significant wealth. From helping first-generation ...

Enhancing productivity and improving cost effectiveness are on the agenda for many businesses, and artificial intelligence is one of the tools companies consider when trying to stay ahead of the game.

(Bloomberg) -- EQT AB has appointed Peter Aliprantis as head of its Americas private wealth management business, furthering a push across the industry to offer high-net-worth clients access to private ...