Portfolio

The question ties into so many of the factors that distinguish large and small firms, various client niches and decisions about whether or not to hire staff.

Along with bringing in new households and assets, the Bank of America wealth management units are turning to loans, alternative assets and other offerings to do more with existing clients.

The largest wirehouse also reported a record quarter for wealth management revenues built on strong asset inflows in the third quarter.

Prepping clients for natural disasters and climate emergencies should start with coverage and end with estate planning.

Allowing artificial intelligence to make investment management decisions poses an organizational threat, according to the majority of advisors in Financial Planning's AI Readiness Survey.

Also remarkable: the size of the teams that are leaving and the types of firms benefiting from the defections, a new report from Diamond Consultants finds.

After a steep decline last quarter, Citi's wealth division rebounded in the third quarter with a record level of net new investment assets.

Wells Fargo CEO Charlie Scharf also points to investments into the firm's independent channel as helping to retain advisors and curtail departures to other firms.

A new study finds many Americans are risking their own retirement security and health to support family members — with Gen X workers most at risk.

Tips and tricks on building a successful niche: This week, Andrew Barninger of Personal Wealth Advisory shares insights on financial planning for business owners looking for an exit.