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Executives at Merrill's parent firm, Bank of America, told analysts in a call that nearly two-thirds of their wealth management clients now have banking relationships with the firm.

The time has come! Here's how you can nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

Goldman Sachs CEO David Solomon joined JPMorgan's Jamie Dimon in a tie atop the executive compensation rankings for the industry's largest publicly traded firms.

Citi's wealth division saw a nearly five-fold increase in new investment assets in the first quarter. CEO Jane Fraser said the firm has "real horsepower and firepower in our investment capabilities."

The industry rivals are back in court with fresh allegations that Ameriprise falsely warned its former clients that LPL misappropriated their account information.

IRALOGIX looked at retirement preparedness across five key areas, finding that Americans were struggling with nearly all of them.

An industry consultant thinks Edward Jones' latest bid to start a bank is an attempt to add revenue sources as the traditional brokerage business becomes less lucrative.

President Donald Trump and his family have taken a interest in just about every corner of the crypto industry.

Goldman's stock traders posted their highest quarterly revenue haul on record, riding a wave of volatility triggered by an emerging global trade war, but revenue from the asset and wealth management business fell short of analyst expectations.

A recent Praxis Investment Management study found nearly half of surveyed investors were interested in factoring their faith into their investment decisions.

The company "started off the year with a meaningful renewal from Cambridge Investment Research," BNY's chief financial officer notes.

Like its rival Morgan Stanley, Wells Fargo saw a healthy increase in its AUM and wealth revenues before Trump's tariff policies sent investments reeling.

An investor who began his career at Ameriprise collected profiles of professionals from an array of fields whose achievements point the way forward.

Executives at the Wall Street giant expressed optimism that clients will turn to it more for advice amid economic uncertainty.

Advisors who have developed a consistent rhythm say preparing ahead of time for periods of volatility can reduce stress in the moment.

The Internal Revenue Service is projected to lose more than $313 billion over a decade as undocumented workers are poised to pay fewer taxes.

The legislation blocks a rule that would have forced some cryptocurrency brokers to provide tax information on transactions on their platforms.

Modern Wealth also takes on $1B in AUM through two acquisitions, and LPL hires a chief data, AI officer from JPMorgan.

Evan Becht told a FINRA arbitrator that he has not been able to find another job since JPMorgan's reasons for terminating him became listed on his BrokerCheck page.

A 90-day pause on most reciprocal tariffs sent stocks briefly soaring. Financial advisors say recession and inflation risks still loom large.