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Mick Jagger says his kids 'don't need $500 million' to live well — hints he may donate his fortune to do ‘some good in the world.’ Here's why your children should never ...

“Come on.” According to a report from WealthEngine and real estate firm Coldwell Banker, millennials are set to inherit approximately a total of $68 trillion from their baby boomer parents and ... read more

Salesforce Financial Services Cloud Goes Live

Idio and WealthEngine extend the client acquisition capabilities. Smarsh has integrated cloud-based archiving, an important capability for compliance concerns. Salesforce has also partnered with ... read more

Security Vendor LogRhythm Replaces Longtime CEO With Outside Hire

based wealth identification platform WealthEngine. Logan also held leadership positions at data transformation vendor BackOffice Associates (now called Syniti), strategic supply management vendor ... read more