Technology November 20, 2025
Eton Solutions Expands Wealth Management Suite to Fund Managers Worldwide
Firms can additionally leverage EtonAI to streamline complex workflows, scale output, and enhance decision-making processes.
Advisory September 17, 2025
Alma Bank Partners with Cetera in Pursuit of Growth
Cetera Financial Institutions has partnered with Alma Bank to further strengthen and grow the bank’s investment program, Alma Wealth Management.
Advisory August 20, 2025
Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest
Summit will join Arax Advisory Partners, Arax’s platform uniting independent firms that prioritize sophisticated planning strategies alongside investment advice for high-net-worth families, individuals and institutions.
Payroll June 24, 2025
What is a HENRY and Are You One?
HENRY isn’t an insult; it’s a nickname given to a certain demographic in the personal finance world. If you earn a decent income but feel like you aren’t building enough wealth, you might be a HENRY.
Financial Reporting May 22, 2025
EY Report Shows Lagging Investor Confidence as Digital Assets Surge, Unprecedented Wealth Transfer Challenges
Half of investor respondents (50%) feel underprepared for the transition of wealth across generations, with 45% of survey respondents stating that planning for wealth transfer is become more challenging.
Payroll April 21, 2025
7 Strategies to Build Wealth in Your 30s
Here are seven tips for saving and investing in your 30s and taking advantage of perhaps your highest-earning years to date.
Technology February 18, 2025
Prismatic Rebrands as Asseta, Turns Focus to Family Offices
"We are unveiling our new brand to solidify our mission to build the best technology suite for wealth, estate planning, workflow automation and agentic AI for family offices,” said Dean Palmiter, co-founder and CEO of Asseta.