Demographics

The percentage of women managers fell even among passive funds, a booming area of the industry that was a hot-spot for female talent.

More than a quarter of women in a recent survey say they are confident they will comfortably retire, while almost a third of men voiced the same confidence.

In an episode of Financial Planning’s podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.

The Social Security retirement rate is based on their highest 35 years of wage-indexed earnings.

The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.

CEO Sergio Ermotti has struggled to meet key financial targets and he cut his goals again in January, the third time in three years that he’s had to reset ambitions.

The firm, like many of its European peers, has dialed back its ambitions amid negative interest rates and muted client activity.

The 70 million-strong cohort requires nothing less than constant technological innovation.

The firm looked within its own ranks to fill the position.

The changes mean smaller universes for some of Wells Fargo’s long-standing business leaders.