How AI Is Changing Fraud and What It Means for Aging Wealth Holders
The Evolving Threat Landscape: How AI is Changing Fraud It often begins with a phone call. The voice sounds familiar, the story urgent, and the…
Kevin Reed Highlights How Advisors Can Scale Family‑Office‑Level Service in Wealth Management’s 2025 Mid‑Year Outlook
Estate planning is essential for families who want to secure financial stability and build generational wealth. However, potential pitfalls can undermine even the best-laid plans.
Aquilance Named Finalist for 2025 WealthManagement.com Industry Awards
Estate planning is essential for families who want to secure financial stability and build generational wealth. However, potential pitfalls can undermine even the best-laid plans.
Top Estate Planning Mistakes Families Make — And How To Avoid Them
Estate planning is essential for families who want to secure financial stability and build generational wealth. However, potential pitfalls can undermine even the best-laid plans.
Do You Really Know Your UNHW Clients’ Spending Rate?
For financial advisors working with ultra-high-net-worth (UHNW) clients, understanding spending patterns is vital to crafting a well-rounded financial strategy. However, accurately assessing spending rates is often overlooked in financial planning, regardless of whether the focus is on long-term investments, estate planning or liquidity management.
Aquilance Hires Chief Revenue Officer From Morningstar
The personal financial administration firm has been building out its C-Suite with an eye toward growth and bringing the technology down-market.
Advisors Holistic Planning Promises Going Unfulfilled, Aquilance CEO Says
Aquilance CEO John Carey discusses the disconnect between what advisors claim to offer their HNW clients, what these clients expect, and the financial planning support they actually receive. It's an issue Aquilance us uniquely built to solve.
Future Plans for a Decades-old Service Provider
When Aquilance, a company founded in 1987 that pays bills for and provides personal bookkeeping, accounting, and investment reporting to family offices, reached out in January to John Carey about becoming its new CEO, he already had some business ideas.
Aquilance Appoints John Carey as New CEO
Carey brings more than two decades of fintech experience in wealth management and banking, servicing individuals and their trusted advisors. Aquilance has announced the appointment of John Carey as CEO. Previously the Head of Consumer Experiences for Envestnet, Carey has built a successful career creating digital technology solutions that enhance the wealth management and financial administration industry.
Aquilance recognized as winner for second year in a row by Family Wealth Report for “Best BillPay Solution”
Aquilance, a leading provider of financial administration services for high-net-worth families, individuals, and family offices, continues to gain recognition for its proprietary technology and white glove service. This year, the firm is proud to announce that it has once again been selected as a winner in the ‘Billpay’ category at the Annual Family Wealth Report Awards. Aquilance was also named a winner for Best Billpay Solution in 2023.