The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.

Leaders of the network say marginalized advisors will be able to get everything they need at a significant savings over putting the pieces together themselves.

Fidelity’s foray into bitcoin for retirement plans could bring seriousness to cryptocurrencies. But not everyone is sold on the risky alternative.

After agreeing to purchase Wealthfront during the first quarter, CEO Ralph Hamers says the firm is eyeing more opportunities in the U.S.

The firm will soon launch a product that will allow 401(k) plan participants to direct a portion of their savings into bitcoin up to a cap of 20%. 

Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.

Taking on the challenges of filling big shoes and finding a new executive director, the practice management consultant has big plans for the organization.

A veteran and service member-focused wealth manager is calling for more partnership with the private sector to boost understanding of money matters.

Executives of firms like J.P. Morgan, Morgan Stanley and Bank of America benefited from a stronger market in 2021 that increased incentive pay.

It’s the first fee increase in 5 years, earmarked to fund the board’s new strategic plan.

As CEO Jamie Dimon faced questions about a potential recession, the firm’s wealth management units displayed continuing headcount growth.

A SIFMA conference panel discussed the issues that are keeping the profession predominantly white and male.

The enterprise left Kestra for Triad Advisors as part of the largest recruiting addition to the independent wealth manager in years.

Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.

Teachers and certain other public, healthcare or nonprofit workers are paying high costs for their retirement plans, according to industry critics.

The top performers in the survey beat their benchmarks in at least seven of the 10 years studied.

In conversation with Patti Cook, CEO of Finance of America Companies

Teams are taking longer to switch brokerages as the pandemic recedes and advisors return to the office, according to John Pierce, the firm’s head recruiter.

David Miree will become global head of diversity, equity and inclusion for the New York megabank. He will succeed Brian Lamb, who will move into a new role in the firm’s commercial banking business.

Senior brokers delegated to make compensation decisions systematically favor white men, according to a new lawsuit.