Practice

Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.

A Georgia appeals court threw out a bombshell ruling against Wells Fargo that said the Wall Street bank "committed fraud" with an arbitration panel.

Robinhood Markets cut almost a quarter of its workforce in a broad reorganization after a punishing first year as a public company.

Two Securities America brokers and their firm must pay the large award after a case that leaves many unanswered questions.

An obscure retirement and estate planning technique holds added benefits amid tighter rules on inherited IRAs.

Citigroup is planning a 500-person hiring spree over the next three years for a new wealth division catering to junior employees at private equity offices, consultancies and accounting firms, betting those clients will someday join the ranks of the ultrawealthy. 

Forty percent of parents are supporting an adult child who is living at home, and the financial strain is impacting their own goals for the future.

As advisors head back to the office, some are rediscovering the benefits of a brick-and-mortar headquarters — and inventing new ones.

The giant custodian's practice management team homes in on a metric that experts say often gets ignored by financial advisors.

Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.