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Since becoming head of investment and corporate banking at Mizuho Americas, Katz has lead it through explosive growth in its M&A strategy and leveraged buyout practices.

As global co-head of mergers and acquisitions at J.P. Morgan, Aiyengar is the only woman and only person of color to hold such a position.

Mohr, the chairperson of the Fairness Opinion Committee, vets every fairness opinion originating in both Asia and the Americas, ensuring that M&A transactions are equitable for all.

The PE-backed consolidators picked up firms with a combined $6.7 billion in client assets as high valuations and expansion plans bring sellers to the table.

An ex-executive with a firm acquired by the network three years earlier will lead FSC Securities as it seeks to grow in a competitive industry.

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Firms should be aware that cyberattacks are getting more complex and regulators are cracking down.

Here’s what one advisory firm found were the most common financial planning questions among a historically underserved group.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

Behavioral finance techniques were more successful this year in convincing investors to make more logical decisions about money, new research shows.