Portfolio

The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.

Investing in AI, working in lockstep with sales and keeping finance execs onboard will fuel profitable growth in the long term.

As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

Citigroup will pay almost $2 million to settle SEC allegation that two of the bank's brokerages recommended trades to customers without appropriately mailing disclosures to them.

New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

The former employee is accused of shuffling information to two friends.

Financial Planning's staff has compiled 84 songs that we believe speak to the souls of advisors.

The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.

The rapidly rising cost of medicine is leaving inflation in the dust, new research shows. Here's how advisors can help retirees cope.

It's the latest instance of a wealth management group leaving the Swiss banking giant.