Longevity is the new wildcard in wealth management. But it’s not just a risk—it’s a dividend. Advisors who help clients not only survive longer retirements but thrive in them will secure deeper ...

Alternative asset manager Ares is buying a minority stake in EP Wealth, a registered investment advisor with roughly $40 ...

We can't fully understand the rapid growth of private markets without considering how it has intersected with other key ...

For the pegasus group at UBS, every new client conversation begins with a powerful question: “What’s important to you about money?” This question isn’t about numbers; it’s about values, purpose, and ...

From dividends to royalties, here’s how the wealthy create income streams that keep paying long after the work is done.

With so many business-owning Baby Boomers set to retire, wealth advisers need a plan to ensure their business-owning clients ...

Zec, a director with Citi’s venture-capital business, says its portfolio companies are the kind that will transform the ...

California-based $36 billion RIA EP Wealth Advisors has landed a $400 million term loan and $100 million credit facility as ...

Alternative asset firm Ares Management Private Equity has agreed to take a “significant minority stake” in EP Wealth Advisors, a $40 billion RIA Torrance, Calif. EP Wealth said Los Angeles-based Ares ...

The Torrance, California-based consolidator's newest strategic minority investment, marking a first for Ares, will help ...

The first half of 2025 was tumultuous, to say the least. The new administration’s mix of budget reforms, tariffs, regulatory shifts, and immigration changes led to uncertainty in financial markets.

Gilad Salomon has been active in the financial sector for over 20 years. He began his career in the family business, an ...