The Latest

With two congressional recesses and an election coming up, time is running out.

Speakers at FP’s INVEST Conference explained why recruiting and adoption of new tools loom so large over the future of wealth management.

Ric Edelman, Lori Hardwick and investors shaping the industry’s future give financial advisors an insider’s view.

A congressional appropriations committee wants to give the Internal Revenue Service $1 billion more in funding to improve taxpayer service and technology and make the overall tax system fairer.

UBS Head of Sports and Entertainment Wale Ogunleye is sharing best practices for advisors who assist stars in managing their requests for financial support.

Wealth managers know they need to be digital but aren’t confident about how to get there.

Regulatory pressure and business exigencies have spurred foreign banks to draw down their presences in the United States in recent years. But Spanish bank Santander has been going the other way, expanding its U.S. business presence.

The wealth manager has leveraged massive resources across its three channels, but it’s not altering its approach to the continuing breakaway movement.

In a case with misled clients, celebrating regulators and damaged trust, a veteran securities expert says there are no winners.

If the history of six economic indicators is a sign, recovery may take some time.