The research and advisory firm Forrester found that adapting to new technologies is paramount to financial services firms.
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With the Great Wealth Transfer in full swing, advisors need to be ready for younger clients who are more mobile, according to a survey.
Parents and family members are Gen Z’s No. 1 source for financial advice, even topping social media influencers.
Mubadala Capital, which manages $27 billion in assets, will take a 42% stake in Silver Rock Financial, which manages $10 billion in assets.
With Donald Trump set to return to the White House, the crypto industry has transformed into a major DC power player.
BlackRock is acquiring HPS Investment Partners in a deal that could increase its private assets under management to $600 billion.