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

Advisors and researchers have spent years analyzing the connection between how clients’ wellness affects portfolio decisions. Here’s how far they’ve come, and why learning more is crucial.

Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.

The ruling may offer hope for Gwen Campbell, who alleges that JPM’s private bank is “poaching” and “siphoning” her celebrity clients’ assets away from her management and paycheck.

Increasing regulatory complexity and cost pressure is driving the latest trend in tech investing.

Schwab Advisor Services says many advisory firms have yet to deploy some documented best practices to boost their business.

Bank of America is turning to private jets and exotic cars to compete with American Express and JPMorgan Chase and lure big spenders to its credit cards.

The direct-to-consumer startup will power an entirely digital policy only available through the insurer’s agents and advisors.

Three firms outperformed the rest in a new J.D. Power study, but the fund companies have some very basic problems.

Build Back Better legislation contains provisions that, collectively, would cause seismic changes in the estate planning world.

The wirehouse and its independent arm failed to store millions of documents in the right format over a 17-year span, the regulator says.

BlackRock, with $2.2 trillion of U.S. ETF holdings at the end of the third quarter, will shift 40% to Citigroup Inc., 30% to JPMorgan Chase & Co. and 15% to Bank of New York Mellon Corp.

Business lines south of the border, led by a diversified commercial banking unit, contributed more than 40% of total earnings at Bank of Montreal over the past 12 months. Company executives now see an opportunity in selling wealth management services to commercial clients.

MSCI ESG research leaders Linda-Eling Lee and Meggin Thwing Eastman dissect the hottest ESG topics to track in the coming year while reflecting on how much the ESG conversation has changed in the past decade.

In the first hearing for the Social Security 2100 Act, Republican members questioned the legislation’s effectiveness and price tag.

Recognizing the strengths and weaknesses of your choices can help stave off losses as prices rise.

Wall Street is trying to bottle ESG, but ESG has other ideas.

During a Tuesday morning interview, the former Fidelity Magellan fund manager called the move to passive a mistake.

The historically robust mix has recently started posting short-term losses.

Democrats’ tax bill would slash in half the tax benefits of founder stock, but a potential workaround exists.