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A new McKinsey report on the future of wealth management identifies a disturbing trend: Younger investors are losing trust in advisors.

None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.

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.

As AI agents move from theory to reality, some advisors are implementing these tools into their technology stacks, but not without human oversight.

At a hearing Tuesday, executives at the Swiss banking giant faced tough questions from both Republicans and Democrats. The lawmakers are unhappy with the bank's recent decision to withhold certain documents from a lawyer who's overseeing research regarding Nazi accounts.

Raymond James tapped industry veteran Mark Buchanan to lead a new ESOP advisory group focused on tax-advantaged succession strategies.

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

The language that financial advisors use in their first interactions with prospective customers could make or break the relationship, according to an expert.

The SEC's decision marks a startling reversal from the full-court press it had mounted against Commonwealth Financial Network in 2019 over alleged failures to disclose conflicts of interest in its brokers' mutual fund recommendations.

In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting Kestra financial advisors.