LinePoint's leadership hire from Rockefeller, who's taking a COO and CCO role at the firm, brings more than 20 years of ...

Modern wealth management leaders are well-equipped to handle fast-paced industry transformations. This is supported by our proprietary psychometric analysis that shows best-in-class, modern wealth ...

Citigroup Inc hired Andy Sieg to lead its global wealth arm, the lender said on Thursday, from Bank of America Corp , where he led the Merrill Wealth Management unit.

Artificial intelligence is changing wealth management as it vastly reduces the time required to analyze market data, rebalance portfolios, communicate with clients, and generate leads, to name a ...

TOPEKA, Kan., Oct. 3, 2024 /PRNewswire/ -- AE Wealth Management (AEWM) is proud to announce that its President, Chris Radford, has been selected as a finalist in the prestigious Executive Leader ...

NEW YORK & LONDON & MUMBAI, India, July 23, 2024--WNS today announced that it has been recognized as a ‘Leader’ in NelsonHall’s 2024 NEAT Vendor Evaluation for Wealth and Asset Management ...

BOSTON, July 8, 2025 /PRNewswire/ -- RWA Wealth Partners, a leading independent and boutique fiduciary firm responsible for more than $17 billion in client assets, announced today two executive ...

Everest Group PEAK Matrix® highlights Broadridge's relative market success and overall capability of technology based on performance, experiences, ability, and knowledge NEW YORK, Dec. 10, 2024 ...

Bank of Nova Scotia BNS-T is reshuffling its Canadian wealth management leadership as 40-year bank veteran Alex Besharat announces plans to retire in February, 2026. On Tuesday, Scotiabank said Mr ...