The Latest

Executives at Merrill's parent firm, Bank of America, told analysts in a call that nearly two-thirds of their wealth management clients now have banking relationships with the firm.

The time has come! Here's how you can nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

Goldman Sachs CEO David Solomon joined JPMorgan's Jamie Dimon in a tie atop the executive compensation rankings for the industry's largest publicly traded firms.

Citi's wealth division saw a nearly five-fold increase in new investment assets in the first quarter. CEO Jane Fraser said the firm has "real horsepower and firepower in our investment capabilities."

David DiCristofaro is the Financial Services Line of Business Leader at KPMG in the U.S.  In this role, he leads the firm's cross functional growth strategy across Audit, Tax and Advisory for Financial Services. David is currently a member of KPMG's Global Financial Services leadership team, and served on KPMG's Americas and US Board of Directors from 2018 to 2022.

The industry rivals are back in court with fresh allegations that Ameriprise falsely warned its former clients that LPL misappropriated their account information.

IRALOGIX looked at retirement preparedness across five key areas, finding that Americans were struggling with nearly all of them.

As the CEO & President of Imagine360, Jeff spearheads the company's continued mission to reduce health plan costs for US employers, employees and their families. Jeff has three decades of experience in managing and growing healthcare services companies, Jeff was the global practice leader of the Health, Life Sciences and Business Process Outsourcing (BPO) division for Wipro Limited and was the president and CEO of HealthPlan Holdings (HPH) — a leading healthcare solutions business serving payers, self-funded employers, unions, small businesses and individuals — its acquisition by Wipro.

Noah Gold is the general counsel and head of public policy of Prism Data, a cash flow underwriting infrastructure and analytics platform. Prior to joining Prism, he was the general counsel of Petal, a fintech credit card company. Before that, he was the assistant general counsel of a leading e-commerce software platform, and prior to that Noah previously practiced law at Paul, Weiss, Rifkind, Wharton & Garrison LLP.

Jason Rosen is founder and CEO of Prism Data, a cash flow underwriting infrastructure and analytics platform. Prior to founding Prism, Jason was co-founder and CEO of Petal, a fintech credit card company. Jason served on the Consumer Advisory Board of the Consumer Financial Protection Bureau, sat on the Small Business Regulatory Enforcement Fairness Act panel for the Open Banking rulemaking, and is a member of the OCC's Project REACh. Jason previously practiced law at Sullivan & Cromwell and Gunderson Dettmer, where he represented financial institutions, technology companies and venture capitalists. Jason holds a JD from Harvard Law School.