Industry

Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.

Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.

The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.

The tax-filing season for individuals just opened recently, but businesses already got a head start on various tax incentives in the One Big Beautiful Bill Act.

The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.

Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.

Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?

With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.

UBS Americas reported $14 billion in net new asset outflows in Q4, marking its worst period since the firm announced major compensation changes in November 2024.

Internal succession planning is messier but aligns with a true fiduciary firm's core values, argues Neela Hummel of Abacus Wealth.