Finance

Cash is making a resurgence in financial planning, offering both advisors and clients the opportunity to grow.

The firm's wealth and investment unit contributed more than half of the Wall Street giant's profits and revenues for 2023.

The bank's wealth management and investment management units have been standouts in recent years.

As a whole, the megabank saw its net income rise by 9% in 2023's final quarter. But its wealth management unit was another story.

The firm's wealth management co-head said that recent changes to its pay grid have been favorably received.

The gains in assets under management come as the banking giant continues to add to its advisor headcount.

Alternative investments are courting private wealth more and more as insitutional money starts to dry up.

Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.

From money management classics to a musical memoir, these are the 15 books financial advisors found inspiring, instructive or engaging this year.

Without inflation adjustments to income and net worth criteria, the number of people who qualify to put their money into sophisticated and risky investments has skyrocketed.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

Three financial giants have published reports on what they expect in 2024 — and they're surprisingly optimistic. Here's what they see coming.

The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?

The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.

How are banks and the financial sector likely to perform in the coming year? The Americas chief investment officer of UBS Global Wealth Management shares her insights.

Apollo and other alternative asset managers are vying for executives with connections to the world's biggest fortunes.

Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.

Preparation, acceptance and a generous dose of patience will be required to help investors weather a forecast that includes prolonged high-interest rates.