Portfolio

The Swiss wirehouse struck twice at rival Merrill Lynch, poaching both an ultrahigh net worth team managing $1.3 billion and a high net worth team with $340 million of AUM.

The challenges of studying for three notably difficult tests can pay off for financial planners — especially in today's competitive environment.

Small businesses across the country are expanding their workers' retirement plans, and they want help from professionals.

Orion leaders are throwing their technology and financial support behind the Foundation for Financial Planning as the nonprofit pursues an ambitious New Year's resolution

Higher earners are also struggling, a new study shows.

The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.

Chelsea Ransom-Cooper, a managing partner and director of financial planning at Zenith Wealth Partners, spoke with FP about what the big firms are getting right — and what's missing from their DEI strategies.

Total sales of the insurance products reached $310.6 billion, shattering the previous all-time record set in 2008.

JPMorgan Chase alleges in a lawsuit that the college-planning website Frank provided misleading information before the bank bought it. Experts say there were plenty of red flags from the beginning.

The multidimensional artist brought a new kind of style to the traditional conference, and he wants to see generational wealth in the country remixed in a similar fashion.