US-based Dynasty Financial Partners has launched its Model Select programme, an initiative to assist independent registered ...

Xapo Bank is offering a Bitcoin Beneficiary Solution for Safe Legacy Administration. The beneficiary’s solution, which allows ...

EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...

ESG is an increasingly crucial consideration for insurers. Smart data management is essential to proving ESG credentials.

US RIA Steward Partners has introduced G2G Wealth Management, a hybrid team that will oversee around $377m in client assets.

The importance of ESG investing compared to achieving the highest possible returns has been declining since 2021 across both ...

Financial services firms are increasingly relying on artificial intelligence (AI) to drive growth and transform customer ...

Morgan Stanley Investment Management (MSIM) subsidiary Parametric Portfolio Associates (Parametric) introduced Lazard Asset Management as a new partner for the Custom Active solution, an inventive tax ...

There were few definitive judgments from the market following the US presidential election, but surely going long on crypto is one of them. The incoming administration is likely to see crypto ...