Victoria Zhuang

Financial Planning announces its 2023 class of the top 40 most productive employee brokers under age 40 at regional firms.

Financial Planning announces its 2023 class of the top 40 most productive employee wealth management brokers under age 40.

The Swiss wirehouse struck twice at rival Merrill Lynch, poaching both an ultrahigh net worth team managing $1.3 billion and a high net worth team with $340 million of AUM.

Chelsea Ransom-Cooper, a managing partner and director of financial planning at Zenith Wealth Partners, spoke with FP about what the big firms are getting right — and what's missing from their DEI strategies.

The large brokerage reported record results for its wealth management business as it waits to bring several more financial advisors on board.

The regional broker-dealer and investment advisor made veteran insider Anthony "Tony" Miller interim president as CEO Tim Scheve steps back. Here's what advisors considering alternatives to the wirehouses can expect from Miller's leadership.

The mega-broker secured a victory with Secure 2.0 legislation in December after intense lobbying for the bill.

In a conversation with industry recruiter Mindy Diamond, the president of Bank of America's legacy wealth management firm shared his thoughts on advisor strategy and said he wanted advisors to integrate more with the rest of the bank.

The wirehouse said it was on track to achieve $10 trillion in AUM in the next several years and expected the most growth to come from its corporate retirement channel.

The wirehouse reported a record fourth-quarter growth of 8,500 net new households and said it planned to hire advisors at a 3-4% rate over the next five to 10 years.

As the regional firm aims to serve more high net worth clients, it plans to hire 60 experienced advisors this year.

The firm is rolling out team affiliations and internal career pathways into advisor roles, while looking to siphon off veterans from wirehouses by continuing a popular no-strings-attached transition offer.

A report from the bank's asset management division shows that American women are financially ill-equipped for retirement and suggested how employers can help.

The largest U.S. bank's new digital money coach, embedded in its Chase app, has a referral feature designed to capture more business for wealth managers and contribute to attracting talent.

Crypto isn't going away, and neither is client interest. But the conversations around it are changing. Here's what the industry took away from 2022 and what's around the corner.

Here's why unplugging from your devices during the upcoming holidays can help your career, and four other insights from Emma Seppälä, a happiness researcher at Yale.

The giant investment bank announced cuts across the board, but its reported sparing of financial advisors suggests that wealth careers may be recession-proof in 2023.

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

The bank hired a nonprofit exec with a background in impact investing and expanded the roles of two other executives as part of its ESG wealth push.

In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.