Asset-based fees remain the dominant compensation model for financial advisers, currently accounting for 72.4% of income, ...

One recent entrant aiming to meet this need is PROPEL with Singlife, a platform launched in January 2025 to provide shared services and back-end support for financial advisory businesses. Hubbis ...

Wealth Dynamix is a specialist provider of client lifecycle management (CLM) solutions designed specifically for private ...

Through the partnership, GEN2 strengthens its PPM capabilities by offering clients a platform that provides real-time ...

Catholic psychologist Greg Bottaro has launched a program called Integrated Daily Dialogic Mentorship to provide a new take on traditional therapy.

AndPartners Tops $25B in Client Assets to Start 2025: An ambitious start for a new wealth management firm aimed at changing the industry for the better ...

Discover the best client management software of 2025 to manage client relationships more effectively.

Investment Management Client Alert May 2025 by: Dr. Philipp Riedl, Dr. Hilger Von Livonius of K&L Gates LLP - K&L Gates HUB Friday, May 30, 2025 ...

Meta is launching a new program, Llama for Startups, to incentivize startups to adopt its Llama AI models.

Sam Riter was appointed managing director and global head of marketing and client relations at alternative investment manager Oaktree Capital Management. Based in New York, Riter will be ...