Wealth management

Edward Jones is also lowering its fees on certain asset ranges and seeing faster-than-expected adoption of the MoneyGuide investing systems.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

New offering would allow advisors to connect with more than 20 external asset managers.

UBS, Morgan Stanley, Ameriprise, Bank of America and Cetera were all on the losing end of some of the biggest recruiting deals this week.

The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.

Underlying U.S. inflation unexpectedly picked up in August on higher prices for housing and travel, undercutting the chances of an outsize Federal Reserve interest-rate cut next week.

A lawyer suing Wells and other firms argues the recent rate changes do nothing to repair harm already suffered by his clients.

The number of certified financial planners reflects competition for talent and a profession navigating questions about conflicts of interest.

Expertly guiding a client through the divorce process can forge long-term bonds that foster practice growth.

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.