These individuals have unique life experiences that shape who they are and planning for their financial goals requires an understanding of their distinct challenges, writes advisor Harry Gittelson.

The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.

The No. 1 IBD added to its record headcount with the third billion-dollar move it unveiled in a two-week span.

How the pandemic is accelerating trends in financial advice and changing the way Americans manage their money.

The firm is following through on its $30-billion pledge and trying to forge a different onramp into the profession.

Employees will receive personalized insights, guidance and tools to build a financially secure retirement.

For every dollar, the median white family saves about seven cents, while the median Black family saves a penny or less. But when compared to families with the same income, the racial gap disappears.

Pandemic-driven laws eased tax burdens on loans and withdrawals from 401(k) and IRAs, leading some clients to tap into their accounts while many others avoided a raid.

Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.

How to welcome LGBTQ clients, colleagues and friends by using your pronouns

The multigenerational practice decided it was time to make the move.

The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

The vision is to democratize “high-quality, personalized advice at scale, just as the independent advisor has disrupted wealth management,” the companies said in a statement.

More than 70% of U.S. bank workers expect their employers to allow some flexibility about where and when they do their jobs, according to a new survey from Arizent. The findings suggest that to attract and retain talent, banks will have to continue work-from-home arrangements that became standard during the pandemic.

The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.

As technology and diversity take center stage, firms are using new strategies to attract women.

Employers have evolved and recognize the importance of discussing and supporting employee well-being.

Employers and employees don't agree on what a return-to-normal looks like in a post-COVID world. But to move forward with success, they must see eye-to-eye.