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Jeffrey Dobyns, the president of SageSpring Wealth Partners, says he and his colleagues were looking for greater freedom to make use of technology their clients wanted and needed.

The wealth management business of the world's largest credit union and its 14 million members opted to choose its own destination after a giant M&A deal.

The incoming Treasury chief will have to reconcile his deficit-reduction plans with the Trump administration's much-anticipated tax cuts.

Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.

The team of three advisors have started a firm called T6 Wealth Management, which will operate out of Morgan Stanley's new offices in Midtown Manhattan.

The megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy Sieg, head of wealth.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

Citi also announced it had hired Christian Zeinler from UBS to be the head of strategy for Citi Wealth and head of business execution for the private bank.

The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings fresh ethical concerns.