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.

A planner and her son who works in real estate investing discuss the connection between excelling on athletic fields and in financial professions.

Corso's love of economics has kept his passion for financial services burning for three decades, and is matched only by his desire to help advisors help their clients.

As early as this summer, some seniors could see their benefits garnished to pay off old loans.

The pandemic changed work, and the colloquial terms and phrases that go with it.

A fraught but often-overlooked episode near the end of the retired baseball legend's life carries lessons and inspiration for financial professionals.

The bank's delay in investigating the case forced the plaintiff to resign from the bank in July 2021, according to the complaint. Wells said that it takes allegations of misconduct "very seriously."