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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.

The college graduate was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory.

Here's what happened over the last week in wealth management.

The veteran advisor who was inspired by her mother takes another step for women in the industry.

Bank of America fired James Iannazzo after a video of him shouting expletives and insults at a Connecticut Robeks circulated on social media in January.

Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.

Here's the news you might have missed over the last week in wealth management.

Check out the advisor moves, M&A and other news of the week in wealth management.

Heather von Zuben is one of a small number of Latina executives on Wall Street.

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.

Susan McKenna, the financial planning software’s head of marketing and business development, has been named interim CEO.

Take a look at the news of the last week in the world of wealth management.

But a recruiting expert says advisor independence comes with its own set of challenges.

The four-member team led by Brent Hablutzel is the second Merrill Lynch team from Denver to make the move to Rockefeller in as many years.

Here's what you my have missed this week in wealth management.

Here's what you my have missed this week in wealth management.

The former chief global strategist and head of emerging markets for Morgan Stanley Investment Management will soon take over as managing director and chairman of Rockefeller Capital’s international unit

Here's what you missed this week in wealth management.

Here's what you missed this week in wealth management.

In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.