A wide range of wealth management companies exist today, from independent advisors to large national institutions. For ...

Northern Trust has named Eric Freedman chief investment officer for its wealth management business, continuing a string of leadership moves across the firm’s private client and asset servicing ...

Beata Kirr brings 17 years at Bernstein Private Wealth Management and an earlier Goldman Sachs pedigree to her new post ...

WESTERLY, R.I., July 7, 2025 /PRNewswire/ -- Washington Trust Wealth Management, a division of The Washington Trust Company and one of New England's premier advisory groups, is pleased to announce the ...

CHICAGO--(BUSINESS WIRE)-- Northern Trust Wealth Management announced two leadership changes: Glenda Pedroso will become Head of Banking and Specialized Services, and Michael Bracci will be named ...

The Naples Trust Company is a division of The Sanibel Captiva Trust Company, celebrating 25 years in business this season, and has recently rebranded all of its offices under one new name - Florida ...

BRYN MAWR, PA—Nov. 5, 2008— The Bryn Mawr Trust Company, a leading provider of trust, banking and wealth management services, has announced the opening of a limited purpose trust company in the state ...

Jeannie Vernetti joined The Private Bank at PlainsCapital as vice president, wealth management administrator. She will be based at the ...

Wealth management firms are rapidly adopting AI tools to automate operations and personalize client services, with the market projected to grow sixfold by 2034. Experts like MIT’s Andrew Lo caution ...

The Tampa Bay Trust Company has been renamed Florida Trust Wealth Management, with all offices throughout Tampa Bay and Southwest Florida bearing the new name. Formed 25 years ago this winter, the ...

The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and Tampa Bay Trust Company have unified under one new name, Florida Trust Wealth Management. Florida Trust’s origin ...