Professional development

The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.

The meaning of independence takes on many different forms for these 10 financial advisors, wealth management executives, entrepreneurs and other experts.

With brokerages, consolidation, lawsuits and more, independence ain't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence.

Prospective affluent clients told Cerulli they exhibit common forms of distraction from an objective view of investing. Here's how wealth managers can help.

Management changes expected to help in CEO Ermotti's wealth management ambitions in the U.S.

The regulatory consultant Hearsay Systems found that financial professionals have increased their production of online videos by nearly threefold. That doesn't mean the message is getting through to the intended audience.

Accounting needs to evolve in order to face a new reality.

As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm's reputation for stability and advisor choice.

When bad advice scuttled his parents' retirement, Aaron Cirksena embarked on a mission to provide sound financial planning to as many people as possible.

With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.