It's not about working longer hours, living in an urban area or being older.

Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.

After an aborted attempt to set up its own bank, Edward Jones is joining forces with Citi to provide savings and checking accounts for clients.

Plus, former Vanguard CEO Bill McNabb's new gig; a new family planning tool for advisors; and Apex rolls out rebalancing updates.

The company has stepped back from certain custodial relationships that Ameritrade had offered to institutional clients.

The largest annual gathering of Black professionals across financial services championed the reclamation of Black wealth and explained the important role advisors play in the pursuit.

The CFP Board tracks listings on its Career Center job board to identify trends in the financial planning industry.

Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.

Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.

The St. Louis-based firm has continued its 2023 comeback, enjoying two straight quarters of double-digit revenue growth.

Advisors and brokers rarely put up fights when a former employer comes for loan paybacks as successes are few and far between.

Here's how these three women are advancing financial planning in their communities.

More assets, less debt and a new name are among the Canadian asset manager's wealth highlights.

Popular online brokerage has paid $175 million to resolve recent actions by federal and state regulators.

The Wilmington, Delaware, bank announced this week that it had purchased Bell Rock Capital. WSFS' management says that legal troubles involving that investment advisory firm's founder won't affect the transaction.

CG Advisory Network's move comes less than a month before the transition of clients from TD Ameritrade is scheduled to take place.

For the second time this year, the Canadian firm has poached a billion-dollar team from a much larger company.

They will take "senior advisor positions" upon Clayton, Dubilier's deal to take the RIA consolidator private — a deal netting them tens of millions of dollars.

The company that provides services to 107,000 advisors posted financial results that meet estimates without breaking new ground.

Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.