Portfolio

It wouldn't be easy for elite advisors at the bank to leave, for reasons ranging from loyalty to deferred compensation. But as spooked clients demand stability, some competitors see a rare opening to recruit.

For clients who own investment properties, there are options that can make life easier.

Sergio Ermotti, who replaces Ralph Hamers, is tasked with integrating Credit Suisse, a monumental job.

The move comes after Washington State said it would impose a 7% tax on an individual's long-term capital gains exceeding $250,000.

The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

Wealthy individuals, not institutional investors, will drive money into alternative assets, data provider Preqin says in a new study.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.