Accountants are increasingly establishing wealth management practices. The choice of wealth management business model makes a great deal of difference to the success of the wealth management practice.

According to John O’Connell, CEO of the Oasis Group, wealth platforms should not be evaluated on a simple good-versus-bad scale. “It’s not good or bad necessarily,” O’Connell says. “One of the biggest ...

EDISON, N.J., May 6, 2026 /PRNewswire/ -- Fi-Tek's Mike Tropeano, CFA, has published a new thought leadership piece examining how wealth management firms must transform their business models to ...

Justin Fisher is a co-founder and the CEO at Threadline Wealth, where he leads the firm’s long-term strategy and oversees the delivery of highly coordinated wealth advisory services for owners, ...

Learn more about the roles, services and client focuses of asset and wealth managers Asset management primarily involves ...

When Kyle Ray sat on the client side of the table, the math didn’t sit right. Managing significant personal assets, he ...

US Bancorp Advisors is rolling out a connected wealth offering aimed at emerging affluent investors, betting that a hybrid mix of human advice, self-directed investing and integrated banking data will ...

Jeremy Fehr of SIA Wealth on why advisory firms must treat AI as client infrastructure, not a cosmetic upgrade, or risk being ...

Lighthouse Private Wealth today announced the completion of Senior Wealth Advisor Kevin Sercia’s transition to the firm’s supported independent advisor model. The announcement reflects Lighthouse’s ...

NEW YORK--(BUSINESS WIRE)-- Morgan Stanley (MS) announced today that it has won two 2025 Celent Model Awards recognizing the Firm’s innovative use of technology. The Firm secured Model Wealth Manager ...