Wealth management

As the regional firm aims to serve more high net worth clients, it plans to hire 60 experienced advisors this year.

Moisand thinks a panel for reviewing financial planners' professional standards could be in place by mid-2023 but that their work could take years to complete.

Some household-name retailers got slammed. They weren't the only ones.

The Federal Trade Commission's proposal would not extend to non-solicitation clauses, which are far more common among brokers and advisors.

Investment firm Impactive Capital the Envestnet board needs change due to "lack of shareholder" alignment.

The cryptocurrency conglomerate Digital Currency Group closed its wealth management division, the latest sign of trouble amid a deep and prolonged slump in the crypto industry.

One word: energy.

Allowing for "give" to cover future imponderables protects donors and beneficiaries alike, writes a trusts and estates attorney.

Stocks and bonds may start moving in opposite directions this year, after both tumbling and challenging the validity of the 60/40 portfolio.

From professional goals to personal objectives, it's time for a change.

Portfolio reviews and retirement contributions are at the top of to-do lists of Morningstar, AARP and industry groups.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.

A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.

Some funds lost more than 90% this year.

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

Some think planners need to be more forthcoming about how much of their investing work is being entrusted to third parties.

Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.

Government watchdogs propose more oversight amid collapse of crypto and falling markets.

When it comes to their finances, America's youngest adults are extremely confident — but some experts say that confidence is fragile.