Practice and client management

Even as the firm puts pressure on lower-end advisors, it's making it easier for its top wealth managers to earn growth rewards.

Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.

The largest deal ever for the private equity-backed, fee-only RIA will send it to new heights across 23 offices and 750 financial advisors and other employees.

Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.

Jane Fraser and other Citi execs point to the wealth unit's 9% bump in revenue and 24% increase in investment assets as signs that the firm's recent overhaul is working.

Osaic launches professional development initiative after a six-month pilot period.

Merrill and Bank of America Private Bank report starting 5,500 new client relationships in the third quarter, more than a third of which came through recent graduates of its training program.

Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management.

With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.

The giant universities that have their own investment arms are likely out of reach, but they represent only a small portion of the rapidly growing channel.