An analysis commissioned by BNY Mellon Investment Management, found the industry “overwhelmingly targets men.”

This elite group of young regional employee representatives collectively generate more than $87 million in annual revenue.

The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”

September's Future Proof Festival in Huntington Beach, California, will be the first in-person gathering for Onyx Advisor Network.

This elite group of young wirehouse and regional employee representatives collectively generate more than $200 million in annual revenue.

The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry.

Solomon jumped alongside Morgan Stanley’s James Gorman as the best-paid CEO at a major U.S. bank, followed closely by Jamie Dimon at JPMorgan Chase.

Advisor numbers are up from a year earlier, down from the previous quarter

A study found people using a gamified app saved 20% more than those using a generic app.

Here's what you missed this week in wealth management.

The hits came from all directions: net loss was steeper than anticipated, monthly active users dropped and average revenue per user tanked

The wealth manager is also growing faster than in years past among its traditional mass affluent base after a record fourth quarter, Jim Cracchiolo says.

Growth among Black and Hispanic CFPs saw double-digit percentage gains in 2021. But overall representation remains stagnant year-over-year.

Recalling the days when Stifel had only about $8 million in AUM, CEO Ron Kruszewski says that doubling its client assets is doable.

CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.

The roughly 90 advisors expected to move from Hefren-Tillotson upon close of the deal will change their custodian and RIA as well.

The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.

Vanguard’s cut in investment minimum left smaller accounts holding the tax bag

The global bank is weathering a scandal-tainted year.

The advisors felt “some familiarity and also some loyalty” after spending decades affiliated with the wealth manager’s independent brokerage.