News Feed

Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO.

Across the country, banks of all sizes are investing in the wealth business as a way to deepen customer relationships, capture recurring revenues and tap into a massive transfer of wealth from baby boomers to Generation X and millennials. A lot of money is up for grabs, but maybe not enough to go around.

The grandsons lost a bid to force Beverley Schottenstein to negotiate a FINRA award in her favor.

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.

To achieve a purpose-driven life after work, critical questions must be asked to seed difficult conversations.

Throughout Black History Month, Financial Planning has covered how the industry continues to confront its diversity issues while acknowledging all of the work that still needs to be done.

Purshe Kaplan Sterling Investments didn’t adequately review thousands of leveraged ETF transactions, according to Massachusetts state regulators.

Here's what wealthy investors and their advisors need to know.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

Take a look at the news of the last week in the world of wealth management.