Erdoes' team finished the second quarter with $4.6 trillion in total client assets and $3.2 trillion in assets under management. Year-on-year, those figures were up 20% and 16%, respectively.

Johnson joined the family business in 1988, becoming its CEO in 2014 and chair two years later. Since then, she has continued to push Fidelity to expand.

As president and CEO, Johnson is responsible for developing Franklin Templeton's overall strategic direction, executing on that strategy and advancing the firm's client-centric culture.

Yeshaya joined Morgan Stanley as a college intern and returned after graduation as an investment banking analyst. She rose up in the fixed income division before being chosen by CEO James Gorman to be his chief of staff in 2015.

Knox has run the private bank since 2018. It is one of two units in Bank of America's private wealth and investment management division, along with Merrill Wealth Management.

Pennington has been with Edward Jones since 2000. She has held such positions as financial advisor; principal, branch and region development and principal, client strategies group before being named managing partner.

In addition to her work as global head of Citigroup's Citi Private Bank, Liu also co-leads the bank's Asian affinity network.

Cohen serves as BlackRock's senior managing director and chief investment officer of ETF and index investments, leading a majority female team.

When it comes to charity, last year wealthy families gave differently — and invested differently.

Overall, customers expressed greater satisfaction with their retirement plans' websites and mobile apps this year, but experts say there's still much room for improvement.

For the bottom 80% of households by income, bank deposits and other liquid assets were lower in June this year than they were in March 2020.

High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.

The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.

It's no easy task to compete with mammoth brokers that may be going after the same clients — but it can be done.

Americans over age 60 reportedly lose $28.3 billion each year to fraud. The problem may be even worse than advisors thought, a new study says.

Financial education is a team sport. That's why Morgan Stanley alum Drew Hawkins founded Edyoucore, a company that helps young sports stars take their wealth into overtime.

The asset management, custodial and technology firm made its pitch to teams confronting a consolidating field with a dizzying array of options.

While the three letters have attracted criticism from the left and the right in the past year, constructing portfolios reflecting sustainable values is still in demand.

It's not all hard luck and even harder times in country music. Sometimes the songs are about making money — and they can offer some sage advice on what to do with it.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.