Social Media Ideas for Finpro Wealth

Mastercard and Wealnest simplify wealth management through Open Finance

Mastercard and Wealnest have announced a strategic collaboration that will incorporate Mastercard Open Finance capabilities into the Wealnest digital wealth management platform. So...

Wealth Management: Six Strategic Shifts Redefining the Industry (Kuldeep Shrimali)

Wealth management in 2026 is being reshaped at the core, not the margins. The stories emerging this...

5-Star Advisors 2026: Wealth Professional honours Canada's top financial leaders

Wealth Professional names 39 standout advisors shaping the future of client-first financial advice

Australian fintech PictureWealth and Capstone Financial Planning merge to have $22 billion in combined funds under advic...

Australian fintech wealth advice company PictureWealth have announced that Capstone Financial Planning is joining the PictureWealth Group.

$3B Former Wells Fargo FiNet Team Launches Own RIA

The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.

Wealth management is going institutional, but what does that mean for your clients?

Wellington Management's Christina Kopec Rooney on the forces reshaping how RIAs build portfolios and serve clients

Feathery Raises $30M to Develop AI Wealth Management Tools

The fintech company serves over 300 firms in insurance and wealth management, automating client onboarding, proposals, advisor transitions and account operations.

Wells Fargo FiNet Firm Adds $1B Team in Palm Beach

Wells Fargo gets another win for its FiNet division even as it continues to speak with RIAs about a new fee-only RIA channel slated to come next year.

Service that goes beyond investments

Marshall Drozduk joins WPTV to explain how he brings tax and estate planning into his work

Westgroup Financial Management Inc. Recognized for Integrated Financial Planning and Wealth Management with 2026 Consume...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Wealthfront Corporation - WLTH

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Wealthfront Corporation - WLTH

How a 320-strong Morgan Stanley advisor team supports the pro bono financial planning push

Foundation for Financial Planning CEO tells WP how the wirehouse’s wealth management division steps up to the plate for those in need

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Wealthfront Corporation - WLTH

Wealthsimple Predict's prediction market app — ready for the client call?

Wealthsimple Predict launches this summer. Research shows most prediction market traders lose money – here is what advisors need to know before clients ask

Morningstar Wealth to increase access to private markets

Bill Crager to Lead New Company, Field

Combining two recent acquisitions of iAltA, the new firm will build the wealth intelligence and data layer needed by RIAs.

Why your tech stack is set to revolutionize wealth management, if you embrace it

Deloitte’s annual FSI Predictions report maps eight structural shifts across wealth management, banking, insurance and payments

Wealthsimple expands into everyday banking with sweeping product launch

Danish Ajmeri tells WP why new products for business owners and kids are part of a growth strategy for the Canadian fintech, but does that include an IPO?

RBC, TD, CIBC report earnings as wealth management continues to perform

Following on from BMO, Scotiabank results this week, reports show diverging trajectories as fee revenue and trading fuel broad-based gains

FINNY Launches Enterprise Growth Platform With Mercer Advisors as Flagship User

FINNY for Enterprise Teams enables personalized, AI-powered growth at scale across hundreds of advisors FINNY Inc. (“FINNY”), the AI-powered prospecting and marketing platform buil...

Best Financial Advisors in Canada | 5-Star Advisors

Spotlighting the best financial advisors in Canada who prove that tech cannot replace their high-level skills and emphasize why the human connection remains critical

Independent firm secures C$1.775 billion Berkshire Partners deal

Independent advisory firm gains a new private equity backer as Canada's wealth management consolidation accelerates

The search for the next wave of wealth leaders is here — Rising Stars 2026

The professionals redefining what success looks like in wealth management