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.

In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.

There’s “a pretty good chance” that the U.S. will outpace current expectations for this year, the megabank’s CEO says.

What else do banks need to do to achieve gender parity more quickly? What are the tech innovations that will be most impactful for the banking industry? What will the surviving banks look like a decade from now?

Understanding how gifted money will impact the student’s FASFA is critical.

Seeking to drive industry change through speaker lineups, Sonya Dreizler and Liv Gagnon launched a company called Choir.

The boutique institution has 25 financial advisors, but it’s seeking to grow even larger through a deal with Summit Financial and Merchant Investment.

After the unprecedented success of shareholder votes last year, activists are renewing their pressure on giant fund firms over racial equity.

The office of supervisory jurisdiction is seeking to avoid any further potential disruption from M&A deals, its founder says.

Spending down savings is a challenge for many in older age

Despite uncertainty over potential tax increases, there are still some valuable tax-planning moves for the final days of this year.

LPL Financial reeled in the largest haul, but RIA consolidators and other rivals also completed mega-moves in 2021.