Wealth management

A top priority of the firm since 2018, advisors will financially be able to paperlessly open new accounts in June.

Shifts in education, work and homeownership mean those born between 1980 and 1995 have more student loans but they also have about 25% more in financial assets than their parents did at their age.

Advisors who use at least two of the services will receive discounted pricing.

The move for the company’s primary advisory accounts will cut costs for clients and build its fee-based business, President Elizabeth “Libet” Anderson says.

Each time Edelman made a deal with investors in his advisory firm, he carved out a strategic payout for himself and a profit stake in the new entity.

The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.

The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.

The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.

Employers have evolved and recognize the importance of discussing and supporting employee well-being.

Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.

The oldest borrowers hold the fastest-growing piece of the U.S.’s $1.7 trillion student-loan pile.

The hybrid firm’s giant parent tapped a new leader as it builds out a growing team with a mission.

Invent 2021 DevCon will feature keynotes and workshops with project leaders from Microsoft, Uber and Samsung.

"Long volatility, or tail risk exposure, when added to a portfolio of stocks — and bonds — can greatly improve the risk characteristics while smoothing out returns," writes Jared Dillian.

Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

The Dallas-based hybrid RIA has more than 100 reps, and, if they follow the chief’s exit, it would be the the No. 1 IBD’s largest loss since 2019.