Rothschild & Co has appointed Samantha Beach as a director and client adviser in its UK Wealth Management business based in Manchester, further strengthening its regional presence. Samantha joins from Barclays Private Bank, where she spent more than a decade advising individuals, founders and families with substantial wealth across the North of England, developing
What Is a Personal Financial Specialist (PFS)? A Personal Financial Specialist (PFS) is a certification for certified public accountants (CPAs) that allows them to expand their expertise and offerings to include financial planning and wealth management. The American Institute of Certified Public Accountants (AICPA) established the Personal Financial Specialist (PFS) credential, which is reserved for
Cresset Capital Management, a multi-family office based in New York overseeing more than $250 billion in client assets, has hired Chris Tiano and Nick Smith as managing directors and wealth advisors in its Los Angeles and New York offices, the firm announced Tuesday. Tiano and Smith previously served as directors for Lazard Wealth for about
Show Quick Read Key points generated by AI, verified by newsroom One-third of urban Indians frequently experience financial anxiety. Financial planning and money management cause significant urban stress. AI tools and social media increasingly guide financial decision-making. Nearly one in three urban Indians frequently experience financial anxiety, with managing money proving to be a bigger
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Gautam Chadda, Executive Director at RBC Wealth Management, says supply bottlenecks mean scarcity in the high-bandwidth memory market could persist for another six to 12 months, with AI enablement and AI infrastructure spending continuing to support memory makers. He also discusses the
RBC Wealth Management has lured a six-person team, KPM Wealth Advisory Group, from Stifel, Nicolaus & Company to its Dallas branch. The advisors had previously overseen $1.6 billion in client assets. The team includes managing directors and financial advisors Donald Kinsey, Travis Moss and Matthew Pickett, along with senior financial associates Shawn Ezzo and Stephanie
KUALA LUMPUR: CIMB Group aims to become the primary wealth management partner for affluent individuals across ASEAN through the introduction of CIMB Private Wealth, as rising incomes, urbanisation and intergenerational wealth transfers reshape demand for wealth advisory services across the region. The new wealth management proposition, introduced by CIMB Bank Bhd, combines institutional-grade financial solutions
Brian is WMA & Founder of Duggan Wealth Management | Forbes 2026 Best-In-State Wealth Advisor (#76) & Best-In-State Wealth Management Teams. There was a time when active management was not some niche corner of the investing world. Investors knew the big names in active fund management. Then indexing became more common. It’s low cost, can
Milestone follows 1.42% in average annual tax savings delivered in 2025, as advisors seek scalable tax overlay technology and more personalized advice CONCORD, Calif., July 20, 2026 (GLOBE NEWSWIRE) — AssetMark, a leading wealth management platform for independent financial advisors, today announced that assets actively tax-managed through its Tax Management Services (TMS) have surpassed $10
Mumbai: Veriqus Group, an integrated wealth and asset management platform serving high net worth individuals, family offices, entrepreneurs and institutions, has raised about ₹387 crore in a funding round led by Norwest Venture Partners, the company said in a statement on Monday. “India’s wealth management industry is at an inflection point, driven by rapid wealth