The team of three advisors have started a firm called T6 Wealth Management, which will operate out of Morgan Stanley's new offices in Midtown Manhattan.

Last year saw the biggest U.S. bank break its own record for profitability.

With 37% of financial advisors expecting to retire within the next decade, rookies are still failing at a 70% clip within their first five years, according to a new Cerulli study.

Despite a flurry of executive orders targeting renewable energy, fossil fuels and environmental policy, advocates say many companies and countries are continuing ESG and DEI initiatives. But they might not be calling them that.

Citizens meanwhile extends its presence in Florida with a $750 million team from RBC and Envestnet hires a new CEO.

Texas and nine other Republican-led states are ratcheting up pressure on Wall Street's diversity programs, asking firms about their policies on hiring and supplier selections as the Trump administration moves to gut DEI.

Raymond James also recruited from Charles Schwab, and LPL from Raymond James and Merrill

The longtime Goldman exec was given a lucrative retention bonus (vesting in 2030), as was John Waldron, Goldman's president.

Almost half of women say they will outlive their retirement savings, compared to 38% of men.

Citi wealth head Andy Sieg told employees that net new investment assets — which surged last year — are the division's "North Star."