Portfolio

Core assumptions that underpinned record growth in recent years no longer hold.

Shareholder documents, now at least hundreds of page long, will have to limit themselves to portfolio, performance and expense information.

Kristin Lemkau, CEO of J.P. Morgan Wealth Management, discussed the launch of the company's Personal Advisors hybrid advisory channel and the challenges of managing and recruiting talent at American Banker's Most Powerful Women in Banking conference.

In recent years, a new study says, wealth in America has been transferred not from the old to the young, but from the young to the old.

The troubled Swiss bank is breaking up its investment bank, separating the advisory and capital markets unit and selling the majority of a trading business.

An industry group contends that the commission is overestimating RIAs' control over outsourced services.

In a panel at PIABA's annual conference, the head of the regulator's arbitration program discussed how the bombshell case has led to reforms.

A new Arizent study finds that the wealth management industry is lagging behind on diversity, equity and inclusion progress. Still, many advisors believe in the value of diverse perspectives.

The Swiss bank grew its U.S. advisors by 2% in the third quarter,

Private Advisor Group is going through a CEO succession, while $2.5B firm CCR secured financing from the parent of its longtime brokerage.