Wealth management

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

Most seniors wish they'd prepared better for their golden years. Here's how they can retire without looking back.

Silicon Valley Bank named Erin Platts head of its private banking and wealth management arm, which caters to the financial needs of technology and venture capital executives.

The idea of "value" cards isn't a reinvention of the wheel. But the zen-like philosophy behind the fintech's offering makes it something different.

When preparing to invest, most clients turn to their advisor, not the Catholic Church. But the veteran financial planner says there's no reason you can't do both.

CFP Board teams up with Foundation for Financial Planning to further their goal of increasing the number of planners who offer advice for free.

UBS Group Chairman Colm Kelleher said the bank will focus on the very richest US clients, backtracking from a plan to serve a broader segment of affluent customers after it abandoned a deal to buy the robo advisor Wealthfront.

One of Magnifi by TIFIN's leaders explains why understanding human intent and having an altruistic mission are the ingredients for an award-winning AI recipe.

The most important quality of the so-called 501(c)(4) organization boils down to one word: control.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

As inflation soars and stocks tumble, annuities are enjoying their best sales ever. Why?

Buying fewer stocks adds more risk over long investment horizons than has been suggested by academic and popular papers that focus on annual volatility.

The conversion would bring its active equity ETF lineup to 15 funds from an existing nine.

Crypto boosters are quick to caution jittery investors that other, better-regulated industries have not been immune to scandals.

As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.

Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.

New As You Sow research tracking hundreds of publicly traded firms adds to the many studies finding a positive correlation between diversity and results.

Fifteen of the biggest names in wealth management were ranked on how well their apps and websites accommodate clients.

These drinks won't generate alpha, but they may make the holidays a little more bearable.

In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.