Special Program Root Tag

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.

When Abigail Johnson, the chair and CEO of Fidelity Investments, was recently asked to advise those in the early stages of their career, she emphasized the core values that she and her firm have embraced for decades. "Don't doubt yourself. Keep at it. Stay looking ahead. Stay committed and stay true to yourself," she said.

When Thasunda Brown Duckett took the reins at TIAA in May 2021, she continued her run as one of the financial industry's most powerful and well-known African American women.

The team at JPMorgan Chase's asset and wealth management division crunched the numbers on diversity at the end of 2021 and found that portfolio managers who are women and/or people of color manage 60% of the unit's assets.

Tara Latini, country head of wealth and personal banking for HSBC USA, has been a key decision-maker as the bank has shifted away from the mass-market retail business in the U.S., focusing instead on "globally connected affluent and high-net-worth clients."

Stephanie Cohen has been at Goldman Sachs for more than 23 years. She started as an analyst in 1999 and has held a series of leadership positions in mergers and acquisitions. In January 2021, she was appointed global co-head of consumer and wealth management.

Republicans are unlikely to see eye-to-eye with Biden on fixes for major social programs if they retake Congress in November.

Two panels of experts explained why family relationships, financial literacy and trust are so important to the coveted niche of clients.

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Covid froze one of private banking's best tools — invite-only events for the children of wealthy clients. Now, they're starting to return.

Names like Wealthspire, EP Wealth, Cresset, Chevy Chase and Moneta ring a bit more familiar compared with other massive firms with less name recognition.

Corporate jargon is annoying to many employees, and may even prevent prospective hires from applying to your organization.

Donor-advised funds, favored by rich businessmen and celebrities, rack up tax benefits while delaying charitable giving.

The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.

Google Head of Product Inclusion Annie Jean-Baptiste believes that when you create tools for those living on the margins, it also empowers those in the middle.

Bringing on board next-gen advisors should go hand-in-hand with a strategy of investing in younger clients.

A New Yorker about to retire considers buying property across the pond. Should she take the plunge? The experts weigh in.

Navigate the complicated tax landscape with a breakdown of bitcoin of other cryptocurrencies. Part 2 of series.

While diversification is hot again, these funds haven't always managed to work as advertised.