Practice

In sessions at the CFP Board’s annual Diversity Summit, executives, academics and a member of Congress called on more firms to follow Merrill Lynch’s example.

Embracing expanded trainings, life-work balance and even remote client-advisor communication is paying unexpected dividends, writes the chairman of Equitable Advisors.

The wealthtech provider could command a valuation of $8 billion to $10 billion.

The firm’s head of acquisition, strategic growth and retention discusses how the wirehouse aims to expand among historically excluded groups.

Morgan Stanley is introducing an initiative to draw more young people from diverse backgrounds to the finance industry, furthering its outreach efforts a week after appointing to the bank’s board its first woman of color.

Breaking ties with your firm can be a smooth transition with no hitches in business, or a daily struggle that requires years in the courtroom. Here's how to navigate the path, no matter where it takes you.

Wealthfront is exploring a sale that could value the automated wealth manager at as much as $1.5 billion, according to people familiar with the matter.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

The agency has cleared out much of its mammoth backlog of unprocessed returns, but scores of individuals and small business owners remain in limbo.

Tools such as a “recommendation engine” in the works at Envestnet | Yodlee could soon be giving financial advisors an edge with clients.