Among high-net-worth investors working with a wealth manager, 94% consider giving part of their overall wealth strategy, compared to 73% among those who don’t work with one.

At the head of Excession is Jared Birchall, who has been advising Musk on Wall Street dealings for several years, Reuters reports.

Matthew Lessard operates as Appalachian Trail Investment Group.

Financial advisors are finding more opportunities for meaningful engagement with clients and even their family members when they conduct virtual and in-person meetings.

Combined, the two units of Eaton Vance WaterOak Advisors have around $14.4 billion in client assets.

The bank says it complies with applicable legal and regulatory requirements across jurisdictions.

Recent regulatory filings show many of the ultra-rich cut back holdings in big tech.

Hugh Lau says LPL can help his client base grow despite his small team.

Veteran financial professional Jimmy Woods says Cetera’s digital offerings can help his practice expand.

Frank Voli and Leigh Voli were among the first to make use of Commonwealth’s virtual transition support to transfer client accounts.