Business Wire

Apollon Wealth Management Welcomes Senglaub Financial, Adding $650 Million in Client Assets and Expanding Presence in Wisconsin

CHARLESTON, S.C.--(BUSINESS WIRE)--Apollon Wealth Management, LLC (“Apollon”) announced today that Senglaub Financial Group (d.b.a. Apollon Wealth - Senglaub Financial Group), a Delafield, ...
The National Law Review

Investment Management Client Alert April 2026

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...
Rockford Register Star

Market Logic Network Expands Custom Application Development Capabilities for Building Modern Businesses

SAN FRANCISCO, CA, UNITED STATES, April 21, 2026 /EINPresswire.com/ — Market Logic Network LLC, a business automation company serving clients across the United ...
InvestmentNews

Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties

The wealth management industry is entering a defining period as trillions of dollars begin shifting between generations, putting pressure on advisors to retain assets and rethink how they engage ...
Barron's

Is Your Wealth Management Client About to Fire You? Look for These Warning Signs.

In wealth management, keeping a client is usually far more cost effective than finding a new one. That is why good advisors are attentive to signs that those they serve might be drifting away. For ...
CNBC

More women are entering wealth management, but few are in advisory roles, study finds

More young women are joining the ranks of wealth management, but not in the roles that are more likely to be better-paid and lead to executive roles, according to a recent study by Fintrx. While women ...
Accounting Today

Moss Adams spins off wealth management unit

Moss Adams, a former Top 25 Firm that joined Baker Tilly US last year in a megamerger, has spun off its Moss Adams Wealth Management unit. Processing Content It will now be renamed Threadline Wealth, ...
Morningstar

PNC Wealth Management Launches Premier Client: An Integrated Banking and Investing Experience for the Emerging and Mass Affluent

New offering is tailored to serve the banking and investing needs of clients with over $100K at PNC through a national network of affluent bankers and financial advisors, as well as 200 updated ...
The Business Journals

PNC Wealth Management launches new product for clients with over $100K in deposits

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The Pittsburgh-based bank is ...
CNBC

Morgan Stanley earnings top estimates driven by wealth management

Morgan Stanley on Thursday reported fourth-quarter results that exceeded Wall Street expectations on the back of strong revenue from wealth management. Here's what the company reported compared with ...
Business Wire

Tanium Named a Leader in IDC MarketScape: Worldwide Client Endpoint Management Software for Windows Device Management 2025–2026 Vendor Assessment

EMERYVILLE, Calif.--(BUSINESS WIRE)--Tanium, a leader in Autonomous IT, today announced that it is a Leader in the IDC MarketScape: Worldwide Client Endpoint Management Software for Windows Device ...