Wealth management

By taking the manual labor out of data management and upkeep, experts can reach new clients and better serve their existing ones.

Through monitoring, family communication and education, Carefull wants to support those managing the finances of aging loved ones.

The veteran attorney and consultant has tips for advisors on the move.

Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.

Obits for the traditional investing approach may be premature, according to a newsletter for Vanguard investors.

The 90-year-old employee shot a co-worker in the bank's Oklahoma City offices.

For the last 100 years, the transactions have helped ensure the continuity of an original investment, with wide-ranging economic benefits.

Even stodgy Wall Street brokerages are loosening up as they try to win the war for talent.

From Elon Musk to Jeff Bezos, the world's wealthiest men have lost a ton of money this year. They're still wildly rich.

Since 2021, JPMorgan has hired at least a dozen private-banking executives from rivals and is targeting double-digit percentage growth.

The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.

"It's probably the only asset class where maybe the client knows more than the advisor right now," Maxwell Lane, head of product for Flourish, said at Financial Planning's Invest conference.

A new Accenture study shows more than 80% of advisors believe AI will soon have a “direct, measurable and consistent impact” on client-advisor relationships.

Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team

The educational partnership gives RIAs complimentary access to a DACFP intro course.

The ultrawealthy love niche investments, but not hedge funds.

J.P. Morgan senior executive Kelli Keough dissected the artificial opposition between digital tools and human advice at FP’s recent INVEST 2022 conference.

The growth opportunity is there, the brand trust is there, the clients are there — it’s the banks that are largely absent.

The bank plans to grow the wealth unit and regain investor confidence by focusing on priority markets like Hong Kong and Singapore

From growing interest among retail investors to their ability to unlock a new level of connection between advisors and clients, alternatives are anything but fringe.