“Financial guidance is eminently ‘disruptable’ by AI,” said one fund manager. “Ultimately, for full-blown financial advice, it’s a people business. Individuals find it hard enough to trust humans to ...

Sherpas is an AI-native infrastructure platform for wealth management firms. By standardizing how financial advice is analyzed, structured, and delivered, Sherpas enables advisory organizations to ...

Wealth management is a comprehensive financial advisory service that helps people grow and preserve their wealth. It can include services such as investment management, financial planning, tax ...

Platform extension enables wealth managers to efficiently conduct due diligence on private credit, private equity, real ...

Arete, a wealth management company focused on alternative assets, changed up its leadership, promoting a company executive to ...

Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access ...

OVERLAND PARK, KS, UNITED STATES, February 5, 2026 /EINPresswire.com/ -- Integrated Equity Management Partners (IEMP) ...

Wealth-management stocks sank Tuesday after financial-technology firm Altruist announced an artificial-intelligence tool that ...

Advisors Excel named a new AE Wealth Management president in Topeka, Kan.

Franklin Templeton expert explains how private equity, credit and real estate are reshaping advisor portfolio strategies ...

NatWest agreed to buy Evelyn Partners from Permira and Warburg Pincus in February at an enterprise value of £2.7bn.

The acquisition more than doubles NatWest’s assets under management and administration to £127 billion.