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The startup is making its platform easier for RIAs to use while moving further away from Wealthfront's vision of "self-driving money."

Ameriprise, Raymond James, Edelman Financial Engines, Dynasty Financial Partners, Advisor Group, LPL, and other news, deals and career moves this week in financial advice.

In a pandemic-scarred year, boards and compensation committees at 60 large and regional banks relied less on the normal performance metrics and more on qualitative criteria to determine bonus payments.

The advisor, who is Egyptian American, lost most of his client accounts to a white rep who poached them with support from management, a new lawsuit claims.

The former head of Bridgewater Associates suggests tying CEO pay to inclusion efforts.

The Biden administration is also calling for banks to report on account flows to help boost tax-payment compliance.

Instead of hitting heirs with a hefty tax payment at the time of a benefactor’s death, one proposal would allow the beneficiaries to defer the bill.

The spot as James Gorman’s top deputy had been vacant for two years since the exit of the firm’s colorful President Colm Kelleher.

Despite long-term outperformance, many of the leading 20 have suffered short-term losses.

After Brooklynn Chandler Willy recommended that the clients invest $100,000 into an LLC, its principals were arrested on federal fraud charges, the filing says.

How digital capabilities are supporting small business operations amid disruption

President Biden releases his annual budget on May 27, a move likely to detail his plans to increase the capital gains tax rate and eliminate a lucrative benefit for inherited estates.

In a panel discussion, three financial advisors explained why the products are often misunderstood and how to assist clients in evaluating their policies.

The investment manager is part of a $50 million fundraising round in the wealthtech startup

One of the new co-heads of consumer and community banking to succeed co-President Gordon Smith "is likely the ultimate next CEO of JPMorgan,” an analyst says.

During first quarter earnings last month, the bank said that it would take a $300 million restructuring charge related to the cuts in the second quarter.

Faster connections increase the potential for automation-based technologies, including autonomous vehicles and industrial robots.

The Connecticut Democrat has introduced comprehensive legislation in each Congress since 2014. What are its prospects in this session?

Two advisors left their prior firm of 10 years after the bank’s wealth and asset management unit generated record net income in the first quarter.

The fund manager will provide investing and savings accounts and debit cards to 13- to 17-year-olds whose parents are clients.