Financial institutions

The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

The megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy Sieg, head of wealth.

Fifth Third Wealth Advisors President Eric Housman thinks his bank's $2 billion advisory practice still occupies a distinct position in the industry. But it's not likely to stay that way.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

Market jumps tied to Trump's presidential election win have Goldman Sachs' David Solomon and JPMorgan's Jamie Dimon in line for tens of millions of dollars in bonuses.

Senior private bankers will play a large role in Deutsche Bank's bid to become one of Wall Street's main European rivals for ultrawealthy customers.

A look at which firms had the biggest loan balances and revenue numbers and the relationship between the two.

As part of a broader leadership shakeup, JPMorgan Chase has tapped Sanoke Viswanathan to oversee its international wealth business following the departure of a longtime executive.

LPL Financial topped the list, but the next five firms in these rankings of the 10 that picked up the most brokers from rivals are wirehouses and employee brokerages.

More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.