Practice

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

Canadian CI Financial, in rebranding its U.S. wealth business, joins several other industry firms that recently played the renaming game.

Plus, Wealth.com and SigFig welcome new leaders to their teams.

The GAO's latest look at the investment accounts for certain public and nonprofit employees offered potential methods for reducing cost and complexity.

The popular subreddit is set to hit 16K users as a wave of young advisors goes online in search of honest opinions and advice.

The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.

Prudential is partnering with the American College of Financial Services to educate Black individuals on financial wellness.

The move comes amid predictions that clients will increasingly base wealth management decisions on online testimonials and ratings.

Lisa Opoku follows Julian Salisbury out the door of the Wall Street stalwart.

The criminal case follows SEC charges alleging the Kaplans bilked clients to pay for luxury purchases like handbags, watches and a matchmaking service.