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The wealth management giant capped off 2025 by pressing ever closer to the asset and wealth management target set by former CEO James Gorman.

Clear and early communication, with coworkers as well as clients, is key when planning for a long leave.

Once rare, the same kind of permissive terms that are widespread on leveraged loans are becoming increasingly common in the $1.7 trillion private credit market.

Philadelphia-based Clark Capital will be one of several "boutique" firms in Raymond James' global asset management division.

An organic growth technology firm launched out of Fidelity Investment's incubator spoke with 18 big RIAs about their marketing. The results speak for themselves.

A sharp fourth-quarter decline in net new investment assets weighed on Citi's wealth division, tempering full-year growth despite revenue gains.

Bank of America's wealth management businesses suffered a blow last year when principals of a team that managed $130 billion in AUM left for independence. Merrill executives are now looking to the future with ambitious recruiting and cross-selling plans.

Tom McFarland leads Novidea's UK product roadmap and business analysis function. Through his industry expertise, close relationship with existing clients and engagement with prospects, Tom ensures the delivery and ongoing enhancement of Novidea's platform provides added value to brokers and MGAs. Tom holds strong partnerships within the insurtech community, enabling practitioners to benefit from a connected insurance ecosystem. Having spent time in operations roles within Specialty Broking and Delegated Authority, Tom's comprehensive understanding of the challenges at each stage of the insurance value chain ensures that the Novidea platform solves the challenges of today and prevents the problems of tomorrow. Tom is keen to drive transformation across the industry, particularly within the Specialty and Lloyd's markets, where there is enormous opportunity for technological modernisation and adoption.

Theo Ellis is CEO and co-founder of mortgage technology company Friday Harbor.