Exchange-traded funds (ETFs) have been surging in popularity, with global assets under management (AUM) growing a record 27% in 2024 to reach $14.6 trillion. Despite this boom, many of your clients ...

Advisers are under growing pressure to ensure transfers are fast, fair, and transparent under Consumer Duty rules ...

From family squabbles to inflation and FOMO, advisors reveal the frights that keep their wealthy clients up at night, and how ...

Practitioners analyse a survey on how law firms prove value to their clients and reflect on why the concept can be hard to pin down Data company UnitedLex released a survey on April 11 revealing how ...

The ultra-wealthy have a net worth of $30 million or more. They represent a blue ocean in the wealth management industry, controlling trillions of dollars in investable assets, and nearly all rely on ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...