A wide range of wealth management companies exist today, from independent advisors to large national institutions. For ...

Jeannie Vernetti joined The Private Bank at PlainsCapital as vice president, wealth management administrator. She will be based at the ...

Northern Trust has named Eric Freedman chief investment officer for its wealth management business, continuing a string of leadership moves across the firm’s private client and asset servicing ...

Beata Kirr brings 17 years at Bernstein Private Wealth Management and an earlier Goldman Sachs pedigree to her new post ...

Earlier this year Washington Trust added three more professionals to the Wealth Management team, including a director of client experience and a senior private client advisor, and acquired Lighthouse ...

Wealth management firms are rapidly adopting AI tools to automate operations and personalize client services, with the market projected to grow sixfold by 2034. Experts like MIT’s Andrew Lo caution ...

WESTERLY, R.I., July 7, 2025 /PRNewswire/ -- Washington Trust Wealth Management, a division of The Washington Trust Company and one of New England's premier advisory groups, is pleased to announce the ...

CHICAGO--(BUSINESS WIRE)-- Northern Trust Wealth Management announced two leadership changes: Glenda Pedroso will become Head of Banking and Specialized Services, and Michael Bracci will be named ...

The Naples Trust Company is a division of The Sanibel Captiva Trust Company, celebrating 25 years in business this season, and has recently rebranded all of its offices under one new name - Florida ...

In addition, Mercer hires McKinsey’s Jimmy Zhao to lead M&A and corporate partnerships, and RIA Lansing Street, a $500M firm, ...