Practice

A look at the biggest regulations, legislation and court cases in the field from the first half of the year.

Scam artists are increasingly targeting elderly Americans for their retirement savings. But the warning signs can be obvious, if investors — or their advisors — know what to look for.

How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.

Even if rules governing the new assets turn out to be at odds with those of firms, acting today will foster a compliance culture in a volatile financial services space.

In the latest sign of big wealth managers displaying some flexibility, Marty Bicknell’s team unveiled another collaboration with a firm often considered a rival.

The strategy is widely promoted, but it can leave some investors worse off.

As online dating grew during the pandemic, Americans lost over $2.3 billion to romance scams over the past five years.

The megabank’s CEO says consumers are “in great shape,” even though many fear a recession is on the horizon like a gathering storm.

Announcements involving Fidelity, LPL, BNY Mellon and other well-known firms signal how talent and capital are shaping the industry's future.

Plus, CFOs are feeling the pressure to automate and iCapital goes international.