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She is the third generation to control the company and, like her family members, has maintained a low profile despite the reach of the firm’s mutual funds.

Interest rate hedged products could prove to be the new hot frontier in ETFs as a result of the U.S. election.

Edward "Ned" Johnson, 86, is retiring and will become chairman emeritus.

The major U.S. equity benchmarks rallied together to their all-time peaks for the first time since 1999.

Creating an irrevocable trust is an option for elders to protect themselves from people who want to take advantage of their declining health and benefit from their wealth.

Keith Banks, president of U.S. Trust, is getting new responsibilities at the firm.

Ahsan Siddiqi, associate director at X by 2, has 15-plus years of experience in designing and managing enterprise solutions as well as business analytics architecture consulting

The former broker is accused of making false claims about his client list at Stifel to earn a compensation advance from another firm.

Advisers will not be able to serve as many clients under a fiduciary standard, which likely will encourage more cross-selling.