Wells Fargo kept Chief Executive Charlie Scharf's pay at $24.5 million for 2022, a year in which both profit and stock tumbled and the bank continued to grapple with the fallout from a raft of scandals.

Despite tough economic conditions for most of 2022, the company reeled in a record inflow of client assets.

The firm is undervalued by the stock market when compared to "two high-quality peers" in Raymond James and Morgan Stanley, its CEO said.

The independent wealth management firm made its third significant deal with an insurance firm exiting the industry in the past four years.

Cedarwood Financial Partners left Edward Jones after decades in an effort to carry out ambitious growth targets.

Sixty-two percent of women are delaying retirement or don't plan to retire at all because of inflation, according to research from Nationwide.

Wealth management still has a long way to go if it hopes to reflect the nation it serves. But advisors say small steps still move us forward.

The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.

The Wall Street institution is seeking to guard against an economic downturn.

The smaller shrinking of the wirehouse's headcount in 2023 underscored a successful year of growth for the megabank's wealth arm.