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Natalie Pierce is the chair of the employment & labor practice, at Gunderson Dettmer

Firms overly reliant on ultrawealthy clients need to ramp up their digital capabilities to attract the growing segment of clients with between $250,000 and $1 million in assets.

Nilesh Vaidya is executive vice president and global head of banking and capital markets at Capgemini.

He has been with Capgemini for more than 20 years and is an expert in managing digital journeys for clients in the areas of core banking transformation, payments and wealth management. He works with clients to help them launch new banking products with their underlying technology.

Using FP's criteria, data partner COMPLY scraped together a listing of the biggest firms that provide financial planning services but don't accept commissions.

Competitors and critics in an industry fragmented between large and small firms and obsessed with organic growth question the increasing exclusivity and fees.

Earn a $10 Amazon gift card and contribute to valuable research by answering a few questions for Arizent's "2024 Predictions" report.

A new Cerulli report found that the 10 largest broker-dealers hold 58% of retail AUM, in the wake of rapid consolidation among the top 25 BDs.

The combined organizations will represent roughly 20,000 financial professionals.

The banking and brokerage firm's income also suffered from clients moving money into high-interest-paying money markets.

Tens of billions of dollars in taxable assets on Raymond James' managed account platform will get upgraded tools by mid-2024, the firms say.