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The trading app could go public late in the second quarter.

Employees indicated they want more personal time and women in particular have sought greater flexibility to work remotely, its co-head of wealth management says.

Peter Krull is CEO of Earth Equity Advisors.

“We need to study just what impact it’s had,” the Treasury secretary said during a House Financial Services Committee hearing Tuesday.

It's typical for wealthier customers to have the wrong level of coverage.

After obtaining documents through FOIA requests, FP’s Jessica Mathews explains the larger industry implications of one firm’s internal investigation.

To systematically understand the families you work with, first get to know their views on key behavioral-finance criteria, writes Michael Liersch.

Michael Liersch is head of Advice and Planning for Wealth and Investment Management, which is responsible for developing and propagating research-based methods to help advisors and clients most productively collaborate around their money decisions. Prior to joining Wells Fargo, Michael worked at JPMorgan Chase where he served as managing director and global head of Wealth Planning and Advice. Prior to his role at JPMorgan Chase, he served as head of Behavioral Finance and Goals-based Consulting at Bank of America-Merrill Lynch, and as head of Behavioral Finance at Barclays Wealth, Americas. He was also a faculty member at New York University, where he taught management and organizational analysis.

Free investment education and testing for risk tolerance are among the ways financial firms can better reach underserved consumers, former SEC chief Jay Clayton and Operation HOPE’s John Hope Bryant say.

Indy Guha is chief marketing officer at Signifyd.