Portfolio

The 90-year-old employee shot a co-worker in the bank's Oklahoma City offices.

For the last 100 years, the transactions have helped ensure the continuity of an original investment, with wide-ranging economic benefits.

Even stodgy Wall Street brokerages are loosening up as they try to win the war for talent.

From Elon Musk to Jeff Bezos, the world's wealthiest men have lost a ton of money this year. They're still wildly rich.

Since 2021, JPMorgan has hired at least a dozen private-banking executives from rivals and is targeting double-digit percentage growth.

The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.

"It's probably the only asset class where maybe the client knows more than the advisor right now," Maxwell Lane, head of product for Flourish, said at Financial Planning's Invest conference.

A new Accenture study shows more than 80% of advisors believe AI will soon have a “direct, measurable and consistent impact” on client-advisor relationships.

The investment group accuses the regulator of “failing to apply consistent treatment to similar investment vehicles.”

Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team