The Latest

Jane Barratt is chief advocacy officer at MX.

The long awaited fintech conference returned with a slate of new tools designed to improve life and work for advisors.

The former JPMorgan Chase executive will will replace Jim Hays, who is retiring.

JPMorgan has hired at least a dozen private-banking execs in the past year to expand the firm’s global operations for the world’s ultrarich.

Growing savings more rapidly and maximizing employer matching contributions are among the reasons to favor pretax contributions.

A roundup of the bits of wealth management news you might have missed over the last week.

A roundup of advisors on the move, executive appointments and other M&A activity this week in wealth management.

Nancy Teixeira is senior vice president of partner strategy and sales at Sage North America.

Digital currencies are no longer a curiosity, but a key investment opportunity advisors are starting to consider.

Older, wealthier customers are eager for more digital interactions, according to a study, and are increasingly ready to switch firms to obtain these and other services.