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The influential organization of fee-only planners is seeking to boost its membership further and take a lead role in the fiduciary debate.

After a longstanding relationship, the New York alternative investments firm buys a chunk of the Swiss bank.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

Credit Suisse Group is shifting resources in the pursuit of business from a broader range of rich clients, as the lender focuses more on wealth management amid cuts to its troubled investment bank. 

Goldman Sachs Group faces a June 5 trial in a long-simmering gender-bias class action alleging the bank discriminated against thousands of women in pay and promotion.

Eighty-seven percent of mentors and mentees feel empowered by those relationships and have developed greater confidence at work.

These are the largest firms with financial advisors who work with broker-dealers but aren't their employees.

The firm terminated the longtime financial advisor. But experts say that isn't always a best practice, and many female professionals continue to report abuses.

The word 'broker' carries negative connotations. But to many wealth management professionals, commission-based shops are valuable to a transforming industry.

The Empire State is expanding a tax break that allows smaller companies to circumvent the $10,000 limit on state and local tax deductions.