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Some older Americans worry that if they return to work, they'll get less money from Social Security. In fact, the opposite is true — but advisors need to get the word out.

The firm has more than doubled in size since it rebranded to its current name and began building on its current model in 2016.

Starting now, the more than 3,100 RIAs who are part of the Envestnet ecosystem have crypto tools courtesy of a pair of well-known players.

Understanding the nuances of how this asset class is housed is key to educating clients on the best crypto storage options. Part 3 of series.

Digital thieves are leveling up, preying on the emails, texts and phones of planners — and their families — in a bid to rob or extort clients.

A basic scam victimizing a client who has since been diagnosed with dementia evaded any red flags for eight years, according to the SEC.

Ida Liu became head of Citi's North American private bank in 2019 and then went on to beat her projections by 12% in 2020 despite the pandemic. That helped her get a promotion last year to global head, running 50 offices across the globe and overseeing more than $500 billion in client business.

One of the basic assumptions of the wealth management industry is that investing professionals should be based in the same cities as their clients. Gunjan Kedia asked her team at U.S. Bancorp to challenge that belief.

Penny Pennington had worked for Edward Jones for some 17 years when she was named the managing partner in 2019.

Katy Knox began her career in 1986 at Fleet Bank in Boston. Unsurprisingly, she is a proud Patriots, Red Sox, Celtics and Bruins fan. With more than 35 years of experience in financial services, including commercial banking, corporate strategy, global treasury management and consumer banking, Knox has watched the industry change.