December 15, 2025

Wealth Management

Wealth Management

Diana Ross, 81, sparks health fears as she pulls out of cruise ship naming and performance

Diana Ross has sparked concerns for her health as she is forced to pull out of her upcoming performance for Royal Caribbean’s Star of the Sea’s showcase cruise. The 81-year-old Baby Love songstress – who recently opened up the Henley Festival last month – was slated to kick off the three-day journey on August 20

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Wealth Management

IBD Elite 2025: How independent wealth firms use AI

The extent to which independent financial advisors are using artificial intelligence is only starting to catch up to the “great headlines” about wealth management firms tapping AI, according to Ritik Malhotra, founder and CEO of Savvy Wealth. For many advisors, the “actual utilization is low,” beyond what has turned into “table stakes now” with tools

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Wealth Management

White House gives Donald Trump health update after questions about his doctor

Press Secretary Karoline Leavitt was asked at a press briefing how the President, 79, is being treated for the chronic venous insufficiency he was diagnosed with in July Trump got diagnosed after people noticed discolouration on his hands and swelling of his ankles(Image: AFP via Getty Images) Donald Trump has made “no changes” to his

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Wealth Management

Lizzo’s Mental Health Confession Resurfaces Amid Body Transformation

Yahoo is using AI to generate takeaways from this article. This means the info may not always match what’s in the article. Reporting mistakes helps us improve the experience.Generate Key Takeaways Lizzo‘s mental health confession from earlier this year resurfaced as she continues on her weight loss and transformation journey. She kicked off the year by announcing

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Wealth Management

IBD Elite 2025: Deep dive into independent wealth manager data

The annual IBD Elite survey of the largest independent broker-dealers in wealth management contains data on 38 firms that generated more than $50 billion in combined revenue in 2024.  This interactive tool contains the main ranking of firms by annual revenue, as well as other metrics voluntarily provided by the firms and compiled by Financial

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Wealth Management

PPC Enterprises bets on growth of wealth management with Shook Research

PPC Enterprises recently completed an investment in Shook Research, a Boca Raton, Florida-based provider of financial adviser rankings. Founded by RJ and Elisabeth (Liz) Shook (who are married), Shook Research is the organization behind Forbes’ financial adviser rankings. The company says it works across the wealth management industry to “promote best practices, ethics, and professional

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Wealth Management

Britain melts in 34C heatwave: Health alerts in force as England suffers water shortages – and experts warn newbuild homes are too hot to live in

Parts of Britain are set to hit 34C with health alerts in force amid water shortages in England.  The country’s fourth heatwave of the summer will be at its peak today, with Berkshire, Oxfordshire, and the outskirts of London set to see the highest temperatures.  An amber health alert came into force at 9am for

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Wealth Management

Utmost Wealth Solutions sees inflows rise after Lombard acquisition

Utmost Wealth Solutions grew assets under management to £107bn in the first half of 2025, up from £103.5bn at the start of 2025. The provider of insurance-based wealth solutions posted its half-year results this morning (August 12). This showed outflows of £3.3bn were offset by inflows of £5.3bn. Net flows of £2bn were up from

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Wealth Management

Next generation of wealth managers on coming advisor shortage: ‘Quality of life’ vs the ‘entrepreneurial dream’

There’s been lots of talk from retiring advisors about succession challenges. Well, the next generation of advisors has a few things to say as well. Let’s flip the script, shall we? How about we hear what the next generation generation of financial advisors has to say about the coming talent shortage for once, instead of

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Wealth Management

Keller Starts Wealth Management Firm

Rick Keller, who co-founded First Foundation Inc., is returning to his roots as a wealth manager. Keller, along with his son Zane Keller, on July 28 officially opened their new wealth management firm, Ducere Wealth, in Newport Beach. “Sometimes life is like a book, and you get to write the next chapter, and I wanted

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