The Business Journals

Wilde Wealth Management Group

Wilde Wealth Management Group, a locally owned and award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal, and tax planning services ...

Five UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-In-State

Five financial advisors based in Arizona have been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list.
Nasdaq

UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams

PHOENIX--(BUSINESS WIRE)-- UBS Global Wealth Management US announced today that The Schultz Group, an advisor team in the firm’s Phoenix office, has been named to the Barron’s Top 250 Private Wealth ...
Financial Advisor

EP Wealth Buys Arizona Firm Thompson Wealth, Adding $300M

EP Wealth Advisors has acquired Thompson Wealth Management, an independent advisory practice in Scottsdale, Ariz., that manages more than $300 million in client assets and specializes in serving ...
Morningstar

EP Wealth Advisors Expands Arizona Presence with the Acquisition of Thompson Wealth Management

EP Wealth Advisors (“EP Wealth”), a fee-only registered investment advisor (RIA), today announced its partnership with Thompson Wealth Management (“Thompson”). This new addition brings over $300 ...

The WealthTech100 for 2026 spotlights the innovators redefining wealth management

LONDON, UNITED KINGDOM, April 8, 2026 / EINPresswire.com / — Now in its eighth year, the WealthTech100 celebrates the leading companies developing innovative solutions that are helping private banks, ...