The decision makes Hamers one of Europe's best-paid bank bosses, even as the overall bonus pool for the Swiss bank were cut 10% to $3.3 billion.

The previously unreported case reflects shifting dynamics in the channel as the largest tax-focused wealth management firm hits one of its closest rivals with litigation.

A new report from industry recruiting firm Diamond Consultants shows the top trends in recruiting and deals for 2022, a year when things got intense in the last six months.

Despite some signals that deal volume is slowing down in 2023, acquirers say the expanding breadth of client needs is driving more consolidation.

The journey toward financial clarity can connect investors with their families and expand their financial options into the future.

The eight-week fellowship aims to close the racial gap in asset management

Vince Fertitta, the president of Sanctuary Wealth, shared how the firm won over its most productive wirehouse breakaway team to date.

A union with nearly 2 million members and other progressive groups say the four giant investment firms "effectively blocked action" on shareholder proposals.

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?