Economy

Goldman Sachs economists said their optimistic outlook for global growth this year is now increasingly shared by rivals, meaning their forecast is the closest to consensus than at any time since April 2020.

The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.

The regulator’s annual industry snapshot and financial report offer a nuanced picture of wealth management’s most significant dividing line.

Andrew Tasnady shares insights from FP’s annual pay survey and how he expects the grids to shift in the future.

Edward Al-Hussainy, senior interest rate and currency analyst at Columbia Threadneedle, will discuss the economy, inflation and the Federal Reserve.

After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.

The wirehouse seeks a recruitment edge over Wall Street banks taking a more hardline approach to in-office days.

What's the safest, most effective way to provide financial assistance? Ultimately, it's about control and trust.

The service is gearing up for a potentially massive tax-enforcement push if Congress passes a plan including $40 billion to expand audits on the wealthy.

The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.

The No. 1 IBD added to its record headcount with the third billion-dollar move it unveiled in a two-week span.

The advisors went independent in part because Wells Fargo halted its wealth management business outside the U.S. earlier this year.

A top priority of the firm since 2018, advisors will financially be able to paperlessly open new accounts in June.

The firm is following through on its $30-billion pledge and trying to forge a different onramp into the profession.

How technology is enabling new types of payment transmission and what this means for banking.

The move for the company’s primary advisory accounts will cut costs for clients and build its fee-based business, President Elizabeth “Libet” Anderson says.

Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.

The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.