The family office sector is undergoing a profound shift as the "great wealth transfer" continues to reshape wealth management.

The report, based on a survey conducted among 100 executives in the U.S., examines how artificial intelligence (AI) is changing the wealth management landscape and emphasizes the importance of ...

After adjusting for inflation, their wealth lagged behind where their Gen X and boomer parents had been at the same age. But when we incorporated the latest survey, conducted in 2022, we were ...

Generative AI is revolutionizing wealth management by automating tasks, personalizing client service, and providing valuable insights. While offering immense potential, it also presents challenges ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. For those who work in the wealth industry, the definition of what makes an ultra-high-net worth individual ...

With that in mind, here are three business realities that wealth managers should keep front of mind as they head into the latter part of 2024 and start planning for 2025. M&A ...

Britain's new National Wealth Fund has struck a £1bn deal with two of Britain's biggest high street lenders to retrofit thousands of homes to upgrade their energy-efficiency. Sky News has learnt ...

In a world where the financial environment is in constant flux, adaptability and expert guidance will remain the cornerstone of wealth management in 2025 and beyond.

The Nobel prize in economics was awarded on Monday to Turkish-American Daron Acemoglu and British-Americans Simon Johnson and James Robinson for research into wealth inequality between nations.