The move is part of Co-President Andy Saperstein's revamp of his leadership team for the investment bank's money management divisions.

The restructuring under CEO Jane Fraser will refocus Citigroup on wealth management and four other key business areas.

Pondering her firm's future on walks during the pandemic, the founder of an independent RIA decided she needed a bigger partner.

Arch CEO Ryan Eisenman said peace of mind, better data and smarter decision-making lie at the heart of his firm's mission statement.

Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.

Firm CEO sees benefits in acquisitions rather than recruiting, in part because they allow for "client continuity."

Financial professionals using FMG will gain access to materials in the Bento Collection, enabling them to proactively advise clients and prospects during the "moments that matter."

The second annual Women in Wealth Management Awards celebrated seven women for their achievements.

Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.

According to Cerulli Associates, technology is not only helping advisors become more efficient but also influencing decisions related to how and where they practice.

Analysts have been debating the impact on household finances and the economy as Americans resume student loan payments. There's already a squeeze from higher interest rates, which are expected to slow consumer spending and economic growth.

The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.

Does the tech giant's move signal the return of pensions? John Lowell of October Three consulting weighs in.

Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.

Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.

As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them.

The company that transitioned from risk to growth in 2023 ends the year with a big C-suite change.

A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.

Both private equity-backed acquirers made deals to purchase billion-dollar advisory firms.

The St. Louis-based firm now has more than 19,000 financial advisors, according to its latest SEC filing.