The Charlotte, North Carolina-based bank, which is focusing its growth push in the Southeast, is also planning to renovate 300 existing offices as part of an effort to attract more mass-affluent customers.

Bloomberg reports that Citi has enlisted a law firm to look into complaints about Andy Sieg's behavior to current and former colleagues, including former private banking head Ida Liu.

Only about 4% to 6% of advisors switch firms in a given year, for any number of reasons. Here's how growing advisory teams add to their ranks.

There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.

Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.

Assessing your RIA through a sustainability lens can serve a range of stakeholders including employees, clients and the environment.

An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.

An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

A few weeks ago, analysts at UBS laid out a worst-case scenario for defaults in the private credit sector. Their outlook just became more grim.

April's tax platform for wealth managers can be used as either a standalone product or embedded into existing workflows.

Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.