Wealth management

It wouldn't be easy for elite advisors at the bank to leave, for reasons ranging from loyalty to deferred compensation. But as spooked clients demand stability, some competitors see a rare opening to recruit.

For clients who own investment properties, there are options that can make life easier.

Sergio Ermotti, who replaces Ralph Hamers, is tasked with integrating Credit Suisse, a monumental job.

The move comes after Washington State said it would impose a 7% tax on an individual's long-term capital gains exceeding $250,000.

The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

Wealthy individuals, not institutional investors, will drive money into alternative assets, data provider Preqin says in a new study.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.

Unrealized losses on the company's balance sheet ballooned to more than $29 billion last year. At the same time, higher interest rates are encouraging customers to move their cash out of certain accounts that underpin Schwab's business.

As their financial confidence grows, women want to help others succeed, too.

A new scorecard show 13 of 68 companies got an "A" grade for being upfront about inequality in employee pay — and 25 got an "F."

The stolen funds were allegedly spent on personal expenses including a swimming pool, crypto, luxury cars, a piano and a romantic relationship.

Turmoil is a time for independent advisors to show why they're worth it.

The case comes as employment suits related to mental health disabilities are expected to increase coming out of the pandemic.

The larger firm is known for its advanced technology, while its new subsidiary is known for its comprehensive service.

Marguerita Cheng's career path highlights the barriers many women and minorities face in wealth management – and how to push through them.

The active ETF firm's managing partner talks about the potential for options-based strategies in times when stocks and bonds are plunging.

The more important an event, the more resistant it is to a simple, single, widely-accepted explanation

Bigger, better, faster is a label all giant companies want, especially in the hyper-competitive space of managing money for wealthy clients.