Wealth management

Citi's wealth division saw a nearly five-fold increase in new investment assets in the first quarter. CEO Jane Fraser said the firm has "real horsepower and firepower in our investment capabilities."

IRALOGIX looked at retirement preparedness across five key areas, finding that Americans were struggling with nearly all of them.

Goldman's stock traders posted their highest quarterly revenue haul on record, riding a wave of volatility triggered by an emerging global trade war, but revenue from the asset and wealth management business fell short of analyst expectations.

A recent Praxis Investment Management study found nearly half of surveyed investors were interested in factoring their faith into their investment decisions.

Like its rival Morgan Stanley, Wells Fargo saw a healthy increase in its AUM and wealth revenues before Trump's tariff policies sent investments reeling.

Executives at the Wall Street giant expressed optimism that clients will turn to it more for advice amid economic uncertainty.

Advisors who have developed a consistent rhythm say preparing ahead of time for periods of volatility can reduce stress in the moment.

Modern Wealth also takes on $1B in AUM through two acquisitions, and LPL hires a chief data, AI officer from JPMorgan.

Evan Becht told a FINRA arbitrator that he has not been able to find another job since JPMorgan's reasons for terminating him became listed on his BrokerCheck page.

Fueled by the rise of artificial intelligence and its associated infrastructure, many technology ETFs have experienced phenomenal growth.

The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating narrative is wrong.

The Citi wealth head calls for caution even though the market's "peak shock" may have passed.

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.

States can now adopt a model rule that will prevent brokers from holding themselves out to the public as "advisors" or "advisers."

Unpredictable policy outcomes and market volatility have led this month's Financial Advisor Confidence Outlook deep into the red.

Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a hard look at how the different pieces of his tech stack were talking to each other.

As the head of the investment solutions group at Merrill and Bank of America Private Bank, Nancy Fahmy ensures the firm's advisors have access to investments they recommend to investors.

Even before tariffs were dominating headlines, dealers and auction houses were already glum about their 2025 art market prospects.

Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.

Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.