Practice

Cerulli Associates says in a new study that affluent families need to do a much better job of preparing their heirs to inherit a legacy.

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

According to new research, 38% of U.S. adults have confessed to some form of "financial infidelity." Here's what they're fibbing about.

The nation's biggest independent robo-advisor joins a growing list of tech companies slashing staffers as difficult market conditions persist.

Lauryn Williams is tapping into her love of travel and passion for expanding access to advice through getaway trips to beautiful places.

The cost-of-living adjustment, which was celebrated for its generosity last year, is looking less and less miraculous as prices keep rising.

The Columbus, Ohio, bank hopes both to reduce costs and increase revenue by consolidating three segments into a single unit. Huntington is particularly focused on building out its wealth management business.

The program that aims to place the next generation of underrepresented advisors with fee-only firms is literally overflowing with talent.

The bank's lawyer said in a Singapore court on Thursday that Credit Suisse had agreed to compensate its ultra-wealthy client for failing to "police the perimeter" of his wealth from theft.

The wirehouse announced Tuesday it was streamlining regional leadership, in a move some recruiters consider likely to blunt its plans to grow headcount.