Finance Commissioner Matthew Carmichael said the city's commission form of government has contributed to oversight and ...

For families with substantial wealth—typically $300 million or more—a family office offers cohesive wealth management that ...

Eustacia Netzel-Hatcher is the new chief financial officer for Trailhead Community Health Foundation, overseeing financial ...

A state audit has found significant financial management failures in the Town of Cato, including hundreds of thousands of ...

Kaltura is helping wealth managers streamline workflows for employees and redefine how clients engage with their financial ...

Schools across CT are working to meet the new graduation requirement. Stamford got a boost from the city's well-established ...

How finance leaders evaluate nonprofit budgeting software for grant tracking, reporting, and multi-department financial ...

Most financial plans focus heavily on growth but overlook risk management and asset protection. For high-earning ...

Horsepower Financial, LLC (Horsepower) and Pier Asset Management (Pier AM) continue together to Change the Game in ...

After the deal, the merged operation is reported to oversee £2.14bn of client assets.

LPL Financial (NASDAQ:LPLA) just got a stamp of approval from a Wall Street firm. UBS initiated coverage on LPL Financial ...

Zoe Financial earned a spot on FinTech Global's annual 'WealthTech 100' list for innovation in wealth management technology.