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Millennial investors across wealth segments are beginning to work with advisors at a much earlier age than prior generations did, a new Ameriprise study shows. Here's why, and what advisors can do about it.

The West Coast native and industry veteran talks keeping firm culture strong in a remote world.

The $2.4 billion request for the Wall Street regulator would put 1,434 officers on the compliance beat, up 4% from seven years ago.

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

By paying more now, a young homeowner could be done with his mortgage a few years early. But would it be worth it?

Eric N. Mann is a partner in Neal Gerber Eisenberg's Private Wealth Services practice group. He provides gift, income and charitable planning strategies for high net worth families and business owners both domestically and internationally, and counsels on all aspects of estate and trust administration including gift and estate tax audits.

The forced merger with rival UBS was "the best among bad solutions."

Exchange-traded funds focus on natural gas and technology did horribly last year, but they're still drawing in new money.

Joann Needleman is a member of the law firm Clark Hill. She leads the firm's financial services regulatory and compliance practice and advises banks, financial institutions and financial services entities on regulatory compliance matters.

CEO Greg Fleming's team secured more than $600 million in capital that brings together two of North America's influential financial families.