Wealth management is entering 2026 with healthy markets but a business model under real pressure, as AI tools and digital platforms reshape how advice reaches
Three converging trends are reshaping the wealth management industry heading into 2026, and Michael Gold Westport believes none of them can be solved with better
Executives who spend decades running public companies tend to stay in that world once they reach the top. Michael Polk went a different way. After
Ask Michael Gold what wealth management is ultimately supposed to deliver and he does not start with returns or fees. The founder and CEO of
Recognition came early for Justin Fulcher. By 2017, just four years after co-founding the telemedicine company RingMD, he had earned a spot on Forbes Asia’s
Gulf Coast Western traces its roots back to 1970, when Matthew Fleeger’s father started the company as a modest operation focused on developing oil and
It might seem unusual for a chemistry major to lead one of JP Morgan’s asset management teams, but Justin Nelson sees no contradiction in it.
Among the four sectors driving Lupine Crest Capital’s pipeline, financial services may be the tidiest match for how the firm is built. Insurance brokerages and
When Greg Soros departed his senior producer role at a prominent media company in 2020, he could have taken the path most visible in the
Sustainable energy is one of the fastest-growing and most diverse investment sectors in the world, spanning solar, wind, hydrogen, battery storage, smart grid, and dozens