City Personal Financial News

26.06 / 17:41

Digital CEO Diversity Compound Planning announces major milestone for its digital family office

A digital family office formed by the merger of financial and tax advisory service Compound and digital RIA Alternativ Wealth in September 2023 has announced a new milestone.

10.05 / 15:37

markets UPS Provident wellness President rights Relationships Empower keeps growing but what does it mean for advisors?

Last week, Empower wrapped up its integration of the $314 billion retirement plan business it bought from Prudential, capping an acquisition tear that it’s been on since the company formed a decade ago.

09.04 / 14:07

markets Career Platform Strategy BlackRock wellness Celebrity Wealth Enhancement Group announces new leaders as client assets surpass $81B

Wealth Enhancement Group announced some executive leadership appointments as it also celebrates surpassing $81 billion in client assets.

17.02 / 00:43

markets President Celebrity Great-West 2020 reports Wealth management division helps propel Empower to new records

Empower has achieved record earnings as the firm’s retirement and wealth management services posted strong growth in 2023.

16.02 / 12:07

markets President Celebrity Great-West 2020 reports Wealth management division helps propel Empower to new records

Empower has achieved record earnings as the firm’s retirement and wealth management services posted strong growth in 2023.

29.01 / 12:23

Digital CEO Financial Compound Planning hails ‘pivotal’ hire of nine financial advisors

Compound Planning has announced a significant step in its development with the strategic hire of nine financial advisors.

14.08 / 21:47

COST Digital Williams CEO ROBO Ex-Vanguard CEO joins venture capital firm to guide investments in advisor fintech

Former Vanguard Group CEO William McNabb has joined venture capital firm Venrock as an exclusive advisor to guide the firm’s future investments in wealth management technology.

18.01 / 21:35

UPS Lowe's Digital ROBO Financial Robo-advisors are growing in popularity. Can they really replace a human financial advisor?

Robots want to be your next financial advisor.

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