Economy

Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40.

Financial Planning announces its 2024 class of the top 40 most productive employee brokers under age 40 at regional firms.

In correspondence with Rep. Andy Barr, R-Ky., the Federal Reserve and Office of the Comptroller of the Currency said the Securities and Exchange Commission's proposed safeguarding rule could change banks' custody businesses.

Investors have a wealth of options for putting their capital gains to work through this program.

Phil Waxelbaum, a longtime industry recruiter, talks about what large firms can do and are doing to remain attractive to long-standing advisory teams with sizable sums under management.

The bank is betting on attracting high net worth clients in the wake of last year's turmoil.

Both sides say no deal is happening, but rumors are swirling about the owndership of Ken Fisher's eponymous firm.

A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?

The Internal Revenue Service has updated its frequently asked questions to offer more guidance on what kinds of components can be used in electric vehicles to qualify for tax credits.

Banks, payment companies, mortgage lenders and insurance providers are racing to seize an advantage from generative artificial intelligence. Some have been especially aggressive in deciding which workflows — or entire jobs — can be handed off to AI.

The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.

The sixth-largest U.S. bank has big plans to grow its private bank by developing young talent, as it prepares to target many of the hottest markets for young wealth.

The Federal Open Market Committee meets Dec. 12 and 13 and in addition to their statement, they will issue a Summary of Economic Projections.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

How are banks and the financial sector likely to perform in the coming year? The Americas chief investment officer of UBS Global Wealth Management shares her insights.

Apollo and other alternative asset managers are vying for executives with connections to the world's biggest fortunes.

Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.

Assessing your RIA through a sustainability lens can serve a range of stakeholders including employees, clients and the environment.

From the fans to the naysayers, the CEO of Advisor Circle says his team can't wait to host them in California as they march toward their goal of 10,000 attendees.

The two strategies can complement each other, but success depends on starting out with a clear vision.