Wealth management

The Robertson Stephens financial advisor discussed how marriages and relationships are changing during the coronavirus.

The study, conducted between January and March 2021, contains self-reported data from firms that custody their assets with Schwab Advisor Services or TD Ameritrade.

The firm made several other changes to its executive leadership, including a new chief marketing officer.

The number of registered investment advisors in the Sunshine State is up 27% over the last 5 years.

Eliminating the step-up in basis for calculating taxes may not become law, but it’s worth exploring options with your small enterprise-owner clients, says Sophia Duffy.

Join the newly appointed executive for a look at the changes happening at the online financial services company and broader fintech industry.

The company is making a bid to compete for growing ranks of America’s multi-millionaires and billionaires.

Clients depend on us to know not just how to handle their investments, but why they are investing in the first place.

The world's largest asset managers voted against many more directors than the previous year based on climate and racial equity issues.

Titan plans to challenge Fidelity and BlackRock and attract younger generations to active investing.

The deal formally unites Marty Bicknell and Steve Lockshin, two of the biggest names in wealthtech investing.

Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.

While the bank’s second-quarter earnings disappointed, wealth management services, driven by Merrill Lynch, were a bright spot.

Private equity firms are jostling to invest in financial advice firms that they think may become cash cows.

Trusts aren’t just for the .01%, as some advisors sell mass affluent and high-net-worth clients on their tax benefits.

Citigroup will let retail customers bet on stocks without paying fees as the bank tries to expand its wealth business in the face of fierce competition from Silicon Valley ventures, discount brokerages and big-banking peers.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.

The Colony Group and XML Financial Group are set to bring on an RIA and a wealth management practice, respectively, in the third quarter of 2021. Focus also announced that Sonora Investment Management will join as a partner firm.

From fees to severe penalties for missteps, a self-directed retirement account is something most savers should steer clear of.

The company received $15 million to build out a platform connecting clients to financial planning, investment management and tax professionals.