With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.

The “Metrics That Matter” report is a compilation of five articles written by industry pros and academics covering best practices when incorporating metrics into DEI work.

Citigroup said it exceeded targets it set to increase the percentage of women and Black executives among its ranks.

With a track record of nearly 40 years, the first Black-owned money manager is unveiling new collaborations and getting praise from members of Congress.

The firm that helped dozens of practices go independent is using the tactic most often deployed by its previous main rivals.

Craig Young discusses the “unsung heroes” who have inspired his path from poverty in his youth to a major executive role with the wirehouse.

The strategy provides an alternate course to clients claiming their monthly checks as soon as they leave their jobs, experts say.

Net new assets soared in 2021, even though the firm's pandemic-related pause in hiring and training overhaul has trimmed its force of brokers.

The firm’s industry-leading headcount of financial advisors expanded by thousands last year, with more recruits coming in their wake.

The Financial Services Institute and nonprofit Inroads launched a new collaboration designed to foster more underrepresented advisors.

The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

Solomon jumped alongside Morgan Stanley’s James Gorman as the best-paid CEO at a major U.S. bank, followed closely by Jamie Dimon at JPMorgan Chase.

Wealth managers are seeking to drive change by equipping brokers with resources to engage historically excluded groups.

Recalling the days when Stifel had only about $8 million in AUM, CEO Ron Kruszewski says that doubling its client assets is doable.

Bessant & Erdoes: In conversation

Bank of America is rewarding almost all of its employees with a pool of $1 billion in restricted stock, further boosting compensation as financial firms compete to attract and retain workers.

The advisors felt “some familiarity and also some loyalty” after spending decades affiliated with the wealth manager’s independent brokerage.

Inadequate financial literacy is a problem for the majority of Americans. Fintech CEO Uzrad Lew chats with EBN about solutions.