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The VP of mergers and acquisitions for a leading RIA consultant explains how to identify the best value for owners, employees and clients.

UBS's website rolled out last fall, before the current banking crisis.

Consumers and non-advisor professionals can now take advantage of the program, which Edelman argues is timely amid the banking crisis and volatile markets.

The buyer intends to slash the post-merger combined annual cost base by more than $8 billion by 2027 after acquiring the troubled Swiss lender.

The Federal Deposit Insurance Corp. says it has extended the deadline for bids on Silicon Valley Bank, will break the bank into two parts for sale and will allow nonbanks to bid on asset portfolios.

UBS Group is paying 3 billion francs ($3.3 billion) for its rival in an all-share deal that includes extensive government guarantees and liquidity provisions.

Following the collapse of Silicon Valley Bank and a wider banking-sector panic this month, the smaller banks told regulators that explicitly insuring all deposits would stem the flow of money to the largest banks.

As Integrated continues its rapid growth, the veteran recruiter says value alignment is much more than a throwaway industry phrase.

Americans lost 30% more money to scams last year than in 2021. And the biggest losses were from seniors.

An advisor group warns the cybersecurity regulation is coming amid a flurry of proposals that could leave firms buried.

Firms across the industry are scrambling to assuage client fears, while others are taking advantage of the frenzy to attract talent. Meanwhile, some advisors are using the moment to reassess what they want professionally.

Charles Schwab Corp., one of the financial firms whose shares have been roiled by the current banking crisis, says it has added a net $16.5 billion in five days.

The annual Technology Tools for Today conference also brought breaking news from FP Alpha, Hubly, CircleBlack and Advyzon.

The founder of the family-focused fintech firm said advisors who talk about how great they are make clients tune out.

Is the banking sector in crisis? What happened, and what can bankers learn from this turmoil? Two of American Banker's reporters discuss the fallout and what comes next with the magazine's editor-in-chief.

Employees of the collapsed bank are using LinkedIn, and old-school means, to find new jobs.

After three banks collapsed, a New York teacher wonders if the wreckage could reach her nest egg. Should she be worried?

The private equity-backed independent wealth management firm's liabilities have surged by 87%, but Moody's expects its leverage to fall this year.

New provisions increase the ways workers can contribute toward their futures and employers can invest in their workforce's financial wellness.