Practice

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

Most seniors wish they'd prepared better for their golden years. Here's how they can retire without looking back.

After joining the Swiss bank in October from the New York Fed, the head of its U.S. wealth arm is adding to her responsibilities.

More tax savings means happier clients and potentially wealthier financial advisors.

The idea of "value" cards isn't a reinvention of the wheel. But the zen-like philosophy behind the fintech's offering makes it something different.

The deal follows at least 14 transactions made by the consolidator this year. Other firms are expanding by forgoing M&A in favor of just recruiting financial advisors.

The head of the Commodities Futures Trading Commission disputes the idea that his agency would have a "light touch" with digital assets or encroach on the SEC.

The former CEO of Sanctuary's predecessor firm, financial advisor Mark W. Damer, won a major arbitration award related to his 2019 termination.

When preparing to invest, most clients turn to their advisor, not the Catholic Church. But the veteran financial planner says there's no reason you can't do both.

CFP Board teams up with Foundation for Financial Planning to further their goal of increasing the number of planners who offer advice for free.