Practice management

The New York megabank is considering splitting its institutional clients group division into three parts following the upcoming departure of top executive Paco Ybarra, the Financial Times reported. The heads of the three segments would report directly to CEO Jane Fraser.

It's a good time for savvy financial firms to scan for the right teams to onboard.

A sale of the business bought four years ago would undo another part of CEO David Solomon's ill-fated move into managing money for a wider array of clients.

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

A new iCapital study looks at the pain points and opportunities presented by weaving alts into client portfolios as individual access increases.

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

Companies as diverse as UPS, Fed Ex and AT&T are learning how environmental and social issues can affect their bottom lines.

Kostiantyn and Kseniia Dmitriiev survived the war in Ukraine. Can they survive the U.S. economy?

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.

The leader of the firm formerly known as Riskalyze talks about retaining legacy when taking on a new identity, and why 2023 was the right time to evolve.