Wealth Management & Family Offices Wealth Management 2026 Industry Awards Recognize Leading Firms and Professionals, Highlighting Innovation and Client-Centric Excellence Jun 5, 2026 Admin The prestigious Wealth Management 2026 Industry Awards (the "Wealthies") have announced their distinguished list of finalists, ...
Wealth Management & Family Offices Maridea Wealth Management Integrates Tax Services In-House Through Strategic Acquisitions Jun 4, 2026 Admin Maridea Wealth Management, a rapidly growing registered investment advisor (RIA) based in Brooklyn, New York, has significantly expanded ...
Wealth Management & Family Offices Telus AI Lawsuit to Proceed in Ontario Despite Company's Bid for Western Venue Jun 4, 2026 Admin An Ontario judge has ruled that a securities class action lawsuit accusing Telus Digital of misleading investors about its artificial int...
Wealth Management & Family Offices The Wealth Management Landscape is Shifting: Traditional Firms Lag Behind Evolving High-Net-Worth Client Expectations Jun 4, 2026 Admin An increasing number of established wealth management firms are failing to adapt their offerings to the evolving needs of High-Net-Worth ...
Wealth Management & Family Offices Modern Wealth Management Acquires Flaharty Asset Management, Bolstering Florida Presence and National Expansion Jun 4, 2026 Admin Modern Wealth Management has announced the strategic acquisition of Flaharty Asset Management, a prominent wealth management firm based i...
Wealth Management & Family Offices Milind Mehere Appointed CEO of Advisor360°, Signaling a New Era of AI-Driven Wealthtech Jun 4, 2026 rifanmuazin Milind Mehere, a seasoned fintech entrepreneur with a proven track record of building and scaling innovative technology companies, has be...
Wealth Management & Family Offices Shopify Board Authorizes Additional $3 Billion in Share Repurchases, Boosting Total Buyback Capacity to $5 Billion Jun 4, 2026 rifanmuazin Shopify's board of directors has authorized a significant expansion of its share repurchase program, approving an additional $3 billion i...
Wealth Management & Family Offices Hong Kong Overtakes Switzerland as Global Offshore Wealth Hub Amid Shifting Geopolitical Landscape Jun 3, 2026 rifanmuazin Hong Kong has ascended to become the world's leading center for global offshore wealth, a significant shift that sees the special adminis...
Wealth Management & Family Offices Gold Surpasses US Treasuries as World's Top Reserve Asset Amid Shifting Geopolitical Landscape Jun 3, 2026 rifanmuazin Gold has ascended to become the world's largest reserve asset, overtaking U.S. government bonds for the first time in decades, according ...
Wealth Management & Family Offices Godrej Industries Group Launches Godrej Wealth, Aiming for Rs 1 Trillion in Assets Under Management by 2031 Jun 3, 2026 rifanmuazin Godrej Industries Group has officially entered the burgeoning wealth management sector with the unveiling of Godrej Wealth, a strategic i...