Banco Popular de Puerto Rico

Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.

Also this week, Ameriprise CEO James Cracchiolo sees a 12% bump in compensation in 2024 and new LPL CEO Rich Steinmeier also sees a hefty pay bump.

Also this week, Raymond James recruits from Morgan Stanley, and Mercer Advisors and EP Wealth Advisors make big M&A deals.

Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a hard look at how the different pieces of his tech stack were talking to each other.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

Trust, or the lack thereof, was one of the overarching themes of artificial intelligence in the wealth management industry this year.

Jordan Hutchison, vice president of technology and operations at RFG Advisory, helps support 69 advisory teams nationwide, which manages almost $5.5 billion in assets.

Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway.

Donald Trump has promised lax regulation of cryptocurrencies, and in a month he'll be president. Should investors buy in?

Cetera also names the next president of its wealth management division and Corient scoops up a $7.9 billion RIA in Maine.