Wealth Management

Los Angeles, CA, Aug. 21, 2026 (GLOBE NEWSWIRE) — For financial services institutions, registered investment advisors (RIAs), wealth management practices, and FinTech platforms in the United States, the top review platforms are HiveVote Reviews, Trustpilot, Google Business Profile, and the Better Business Bureau (BBB). Choosing the right review management ecosystem requires balancing public search visibility with

PUBLIC SECTOR HMRC insists latest deal followed fair and competitive procurement The UK’s tax collector has awarded Capgemini a £37 million contract to help migrate a critical tax system from SAP’s legacy ECC platform to S/4HANA, extending a supplier relationship that began in 2004. HM Revenue & Customs (HMRC) has hired the French IT services

Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle. Kestra Financial has appointed Kelly Apple as its next head of wealth management. Her appointment marks the end of a lengthy executive search process for the role that opened after John Amore was elevated to president of the firm in April

The deal is expected to be finalised later this year EFG International has signed an agreement for Canaccord Wealth to acquire the front office teams and client assets of the Harris Allday business which has offices in the Midlands. The Harris Allday business, part of EFG Private Bank Ltd – EFG International’s UK subsidiary, is

Across the Middle East, The Asian Banker’s 2026 Awards reflect banks strengthening wealth management, SME banking, digital lending and business integration through integrated platforms and personalised services. Wealth management combines personalised advisory with digital engagement SME banking strengthens access to financing and digital services Digital capabilities deepen across

A national wealth management firm has expanded in its North East heartland with the acquisition of two independent financial advice businesses managing a combined £183 million in client assets. Fairstone has bought Sunderland-based Grainger Financial Planning and Riverstone Wealth Management, which is based in Morpeth, in Northumberland. Grainger has provided financial planning and wealth management

The image of colourful, vapour-filled products in the hands of young children and teenagers has long been a concern for health officials and policymakers. But the news on Wednesday that many of these legally obtained items contain dangerous, potent and illegal drugs is further evidence of the need for a clampdown on their use. The

The indirect sales strategy for Intellicheck has resulted in a customer win in the financial services segment. One of its channel partners will integrate the company’s identity verification technology into its platform for an unnamed investment management firm. The technology will verify prospective customers during digital account opening. Intellicheck describes the agreement as its first

LPL Financial has been the largest independent brokerage in wealth management for decades, but the gap between it and everyone else has expanded to an unprecedented girth. As displayed by the rankings below of the top 15 firms from Financial Planning’s 2026 IBD Elite study of the industry’s independent brokerages, the firm generated more than

In the fast-paced world of modern finance, the prevailing ethos often centers on relentless accumulation. The pursuit of wealth is frequently framed as a conquest, a never-ending race where the finish line constantly recedes. However, a growing number of accomplished individuals are seeking a different approach, one that prioritizes harmony and purpose over sheer accumulation.