Practice

In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.

As boomer advisors retire, look for younger advisors to push the way firms serve clients beyond the limits of what we have yet invented or even imagined.

Regulators haven’t reached out after hack, according to CEO Kris Marszalek

In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.

The firm's head also discussed the future of his company and the industry.

After pandemic disruptions, the percentage of candidates passing the difficult exam is back to normal levels, the CFA Institute said.

The app will allow trading of listed stocks and ETFs.

The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.

Officials said for nearly a decade, former New York advisor Perry Santillo defrauded clients to throw six-figure birthday parties and fill his closet with $10,000 suits.

There’s “a pretty good chance” that the U.S. will outpace current expectations for this year, the megabank’s CEO says.