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Swiss bank UBS reported a jump in wealth management revenues in the third quarter as profits soared higher than analysts expected. Still, CEO Sergio Ermotti warned of an economic soft landing and uncertainties in the U.S. presidential election.

Hundreds of new tech offerings have entered the wealth management landscape the past five years, challenging the capabilities of traditional CRM systems. Is it time for advisors to rethink their CRMs?

Despite most clients expecting holistic planning services, many advisors still don't provide them. And those who do are far from agreeing on how to best charge for them.

The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge to speak with an estate attorney about this.

While the process of preparing for the 170 multiple-choice-question test can be expensive, time-consuming and nerve-racking, there are ways to make it less unpleasant and more successful.

Uncertainty around sunsetting provisions should have professional athletes planning ahead on their taxes.

After its integration of Credit Suisse is complete, the bank eventually wants to buy another U.S. wealth management firm to expand its presence stateside.

Global crypto exchange behemoth Binance has released a new platform for wealth managers to offer digital asset investments to their wealthiest clients.

After millions of tax IDs were exposed in the massive leak at National Public Data, clients will be at heightened risk for tax fraud and other financial abuse this tax season.

A survey conducted by Financial Planning found that while 54% of advisors prefer Donald Trump to sit in the White House in 2025, 61% say Kamala Harris is the frontrunner.