Today's bereaved women clients expect respect, empathy and real connection from wealth managers as the great wealth transfer unfolds.

A group of former Ameriprise brokers argue they had no say in a court agreement requiring them to hand over their cell phones and other devices to a third-party forensic examiner.

Retired women find themselves leaning on Social Security as a primary source of income at greater rates than men, according to new research from the Transamerica Institute. Financial advisors say that has significant implications for retirement planning.

Plus, UBS loses a pair of advisors from a prominent team to Morgan Stanley, while SageView and Corient make big acquisition deals.

Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 billion has further consolidated the ranks.

The win for Morgan Stanley comes after a recent string of victories against brokers who left for rival firms. But as the outcome in the JPMorgan case shows, firms don't always prevail.

Complex manager John Moran says RBC Wealth Management's New York market has recruited advisors with nearly $10 billion in assets this fiscal year, pulling from rivals like UBS, JPMorgan and Morgan Stanley.

Also this week, both Arax Investment Partners and Aspen Standard Wealth add RIAs with $1B in AUM.

Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.

AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.