The mass defection of millennials and Gen Xers from their parents' advisories could be overblown, new data suggests, but action is required now to keep generational assets in-house.

As more and more elderly Americans take on freelance jobs, what does it mean to be "retired"?

Customers will enter or modify their financial goals in Life Sync, which will immediately alert their financial advisor. 

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.

TD Bank estimates it hands out 20 million pens every year. Huntington is getting close to offering its 80 millionth pen. It's a way to get a bank's brand to travel with customers across the globe, but is it worth it?

The only sure thing about a financial plan is that it's wrong; we just don't know how it's wrong yet — and that's OK.

Cerulli Associates says in a new study that affluent families need to do a much better job of preparing their heirs to inherit a legacy.

According to new research, 38% of U.S. adults have confessed to some form of "financial infidelity." Here's what they're fibbing about.

The Columbus, Ohio, bank hopes both to reduce costs and increase revenue by consolidating three segments into a single unit. Huntington is particularly focused on building out its wealth management business.

Women enroll in their workplace retirement plans more than men, and typically contribute more of their income. Why are they still falling behind?

The banking industry appears to be stuck when it comes to diversifying the leadership ranks.

Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.

Jeffrey L. Bowman, co-founder and CEO of Reframe, explains why companies are struggling to stay committed to their DEI efforts.

Advisors can utilizing positive emotions, such as love, care, joy and gratitude, to guide clients toward more fulfilling financial decisions.

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?

The current share of 84% of the industry's holdings at Charles Schwab, Fidelity, Pershing and LPL may not stay so big forever, according to Cerulli Associates.

The U.S. federal government is the country's largest employer, making it useful for planners to get familiar with the ins, outs and recent changes to its defined contribution plan.

Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.

Many Americans who postpone retirement say it's because they like working and staying active. But as a new study shows, they may just not have enough savings.