The Latest

Six of the new recruits broke away from Merrill Lynch.

Dan Gutman is director of advanced markets at Prudential Financial.

"We're going right at Bank of America, folks, in Charlotte, their hometown," JPMorgan Chase CEO Jamie Dimon said to cheers and laughter at a branch opening in midtown Manhattan. "We've been waiting a long time to start the expansion of Chase retail."

Captrust scoops up two more RIAs in the market’s sweet spot.

Steve Judge is vice president of finance transformation at CDK Global, a provider of commerce systems for automotive dealers.

Expenses have outpaced or matched revenue growth during the past four to five years, while aggregate fees declined almost 20%, a study found.

Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.

Christopher J. Hutchins is the AVP healthcare analytics at Northwell Health.

The message I heard was loud and clear: “You can’t be a financial planner because you are a masculine-presenting lesbian.”

Cait Howerton is a financial coach at SmartPath in Atlanta and the 2019 FPA Diversity Scholar.