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Some millionaires and billionaires who have accounts with the bank are making backup plans for their account and loans.

Sergio Ermotti, who replaces Ralph Hamers, is tasked with integrating Credit Suisse, a monumental job.

The move comes after Washington State said it would impose a 7% tax on an individual's long-term capital gains exceeding $250,000.

The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

Wealthy individuals, not institutional investors, will drive money into alternative assets, data provider Preqin says in a new study.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

He spoke at Future Proof after the firm unveiled its collaboration with Dynasty Financial Partners and a funding rounds that raised $80 million.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.

A financial planner's clients doubt they'll ever retire. How can he get them to save anyway?

Unrealized losses on the company's balance sheet ballooned to more than $29 billion last year. At the same time, higher interest rates are encouraging customers to move their cash out of certain accounts that underpin Schwab's business.

With the acquisitions of CIT Group and a large portion of the failed Silicon Valley Bank, the North Carolina company has doubled in size for the second time in a little more than a year and joined the class of super regionals.

The independent firm told financial advisors that selling their own practices without a greenlight from the corporate office could draw FINRA scrutiny.

As their financial confidence grows, women want to help others succeed, too.

A new scorecard show 13 of 68 companies got an "A" grade for being upfront about inequality in employee pay — and 25 got an "F."

The firm launched a new service giving financial advisors more tools to guide clients through economic turbulence like the present moment.

The stolen funds were allegedly spent on personal expenses including a swimming pool, crypto, luxury cars, a piano and a romantic relationship.

Understandable expenses came out ahead of every other "want" among customers, displaying how transparent costs are an important differentiator for advisors.

Turmoil is a time for independent advisors to show why they're worth it.

The case comes as employment suits related to mental health disabilities are expected to increase coming out of the pandemic.