The JPMorgan Chase CEO voiced concerns about President Trump's tariffs, warning of potential economic instability, inflation and damage to international alliances.

Also this week, Raymond James recruits from Morgan Stanley, and Mercer Advisors and EP Wealth Advisors make big M&A deals.

The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.)

Industry experts think LPL will have to work hard to retain Commonwealth advisors who were sold on the idea that they'd be working for a "boutique" firm.

The acquisition will bring LPL as much as $285 billion in AUM and 2,900 advisors when it closes in the second half of the year.

Also this week, Ameriprise CEO James Cracchiolo sees a 12% bump in compensation in 2024 and new LPL CEO Rich Steinmeier also sees a hefty pay bump.

As group president of Envestnet Solutions and co-chief investment officer at Envestnet, D'Auria is responsible for research, overlay, direct indexing, sustainable investing and retirement services.

Sora Finance will continue to operate as a standalone offering for roughly 12 months while Flourish develops a combined deposit and lending solution.

The research and consulting firm spoke with more than 11,500 investors last year about their wealth management company. Here's how 36 firms fared in the survey.

The case is the latest to shine a light on the conflicts of interest and bitter recrimination that can arise from the personal relationships advisors often form with clients.

Citi's proxy statement praises its head of wealth for bringing in net new assets and talent.

Morgan Stanley's cuts add to a series of workforce reductions across Wall Street as bosses navigate an uncertain economic outlook.

Founder Steven Fox is asking for a flat $18,000 per year from planners to act as their RIA and platform provider to drive changes to fee models across the industry.

Not long after announcing a new set of services for high net worth clients, Edward Jones rewards CEO Penny Pennington with a $29 million compensation package.

Robinhood Markets is unveiling a hub inside its popular app for retail traders to bet on the likelihood of certain event outcomes.

Stifel pulls a $1.35 billion team from Raymond James, while LPL draws from Edward Jones and Wells Fargo, in advisor moves this week.

With more views and options for financial advisors to be independent, TritonPoint Partners is offering up its take on flexibility, cash and equity, and employment status.

Stuart M. Feld took the time to speak with Financial Planning about his vision for his newly created role, how the firm is using AI now and in the future, security and more.

Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.

Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.