The Latest

By 2030, all baby boomers will have reached retirement age, but it doesn't mean they need to leave the workforce immediately.

Jeff Pedowitz the president and CEO of The Pedowitz Group.

The testifying group includes the CFP Board, AARP, the Insured Retirement Institute, the Financial Services Institute, several academics and financial advisors.

Christa Day is the executive director of ECFC, a nonprofit dedicated to maintaining employee benefit programs on a tax-advantaged basis

What do younger clients want from wealth managers? Katy Knox, president of Bank of America's Private Bank, sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss the future of high-net-worth investing and what clients are looking for now.

The retirement-focused wealthtech formerly known as FeeX has more than quadrupled its revenue since its last fundraise announced in February 2022.

A new study from Envestnet and The Center for Generational Kinetics looks at the divergent mindsets, concerns and preferences of high earners across generations.

The restructuring is further evidence of the megabank's commitment to adding to its stable of branch-based advisors.

Andrew Altfest is founder and CEO of FP Alpha, an AI-driven advanced planning solution that covers more than 16 areas of financial planning.

He is also the president and principal advisor at Altfest Personal Wealth Management, a $1.6 billion RIA based in New York.

Sarah Adams is chief sustainability officer and co-founder of Vert Asset Management, where she leads the firm's engagement program.

She is an instructor of the Chartered SRI Counselor (CSRIC) designation program and a fellow at the Center for Innovative Leadership at the Johns Hopkins Carey Business School.