Executive Summary At the exclusive, invite-only Barron's Advisor Independent Summit, Aquilance Chief Revenue Officer, Kevin Reed moderated a core panel addressing the "$10M+ Service Expectation Gap." To…
We’re proud to share that Aquilance has been named a finalist in the 2026 Family Wealth Report Awards, a recognition that highlights innovation and excellence…
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…
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.
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.
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.
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.
The personal financial administration firm has been building out its C-Suite with an eye toward growth and bringing the technology down-market.
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.
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.