As we approach 2025, the world of wealth management continues to evolve rapidly, driven by technological advancements, changing client expectations and global economic dynamics. For financial ...

Future-proofing your wealth isn’t about predicting the future; it’s about equipping yourself with the tools to adapt, grow, and maintain confidence through every phase.

A recent study by McKinsey & Company underscores a looming issue within the wealth management sector: a potential short-fall ...

This month, Orion said it would acquire Summit Wealth Systems, which provides client reporting and portfolio management ...

This year’s report covers 56 markets, 471 USD trillion in global wealth and >92% of the world’s wealth. Here are some of our key findings: The world became richer again in 2024 but it's a mixed ...

As the global economy undergoes profound transformations, the field of wealth management stands at a pivotal crossroads. Having witnessed Dubai’s extraordinary evolution over the past two ...

Wealth management is changing rapidly. The field is consolidating as firms buy or merge with each other, compliance and technology needs are driving a need for scale, all while firms grapple with ...

Since it is an expensive place to live, I realized I needed a stable career that would support my desire to stay. I was a ...

The independent channels of wealth management are changing so quickly that it can be easy to lose sight of the underlying factors beneath each headline-grabbing deal. Firms like LPL Financial ...

Young people including women and members of minority groups often have "had very little exposure to the world in which we live" in wealth management, said George Nichols, CEO of the training ...

“They will expect innovative financial solutions, digital instruments, sustainable wealth management solutions, and diversified investment products across asset classes globally,” says Sana Al-Hadlaq, ...