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Each time Edelman made a deal with investors in his advisory firm, he carved out a strategic payout for himself and a profit stake in the new entity.

The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.

The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.

From the high price of gas to the size of his blue plate special, Roger Hewins sees worrying signs — and is prepping clients accordingly.

An emergency cease and desist order stopped the imposters in time.

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

Here's what you missed this week in wealth management.

The vision is to democratize “high-quality, personalized advice at scale, just as the independent advisor has disrupted wealth management,” the companies said in a statement.

Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.

More than 70% of U.S. bank workers expect their employers to allow some flexibility about where and when they do their jobs, according to a new survey from Arizent. The findings suggest that to attract and retain talent, banks will have to continue work-from-home arrangements that became standard during the pandemic.