Information from structured notes platform Luma Financial Technologies will now be available to Morningstar Advisor Workstation subscribers, according to a recent announcement. The two signed an ...

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to their practice, a surge up from 64% in 2024, according to an Adviser360° ...

Scroll down to catch up on all the bits of wealth management news that you might have missed this week.

As I research the evolution of wealth management for my upcoming book, I’m constantly on the lookout for firms that are doing things differently—breaking away from the pack and redefining what it ...

OLD GREENWICH, Conn.--(BUSINESS WIRE)-- Ellington Financial Inc. (EFC) (the “Company”) today announced that it has priced its previously announced offering of $400 million in aggregate principal ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...