wealth management chair of Ferguson Wellman Capital Management in Portland, Oregon. The firm ranked No. 10 on CNBC's 2024 ...

For women over 50, wealth-building can feel both exciting and daunting. At this stage in life, many are thinking about ...

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

Being proactive in meeting the sophisticated needs of HNW and UHNW clients should lead to stronger, more resilient practices.

Singapore has emerged as a top destination for ultra-high-net-worth Indians looking to establish a family office outside ...

With an urgency not always noted in plumbers, Charlie Mullins announced earlier this year that he was leaving the country, ...

Election results are (mostly) in, and Donald Trump’s resounding victory, combined with Republican control of the Senate and ...

The Budget could have been much worse for the wealth managers, and in practice, any changes to the movement of funds are likely to be only on the fringes. The likely increase in payment for advice is ...

In the digital age, more and more people are aware of the potential of cryptocurrencies and their important role in the ...

Previously known as Fintech Platforms & Wraps, the continued evolution of the wealth management industry is reflected in our new name “Future of Wealth Management”. The conference now combines the ...

Warren Buffett’s will leaves more than 99% of his estate to charity. With a net worth of more than $100 billion, that money ...