The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

A wealth manager in Cincinnati has little room for new clients, especially one with few assets to manage. Can he turn him down?

These 10 firms are driving the ongoing shift in the industry to fiduciary advice and away from sales commissions.

As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.

Our annual list of The Most Powerful Women in Banking.

Our annual list of The Most Powerful Women in Finance.

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.