Wealth management

The pros and cons of giving discounted or free financial advice to those close to you.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

A corporate consultant turned financial advisor embraced a hybrid team structure to succeed in her new career.

Executives at Merrill's parent firm, Bank of America, told analysts in a call that nearly two-thirds of their wealth management clients now have banking relationships with the firm.

The time has come! Here's how you can nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

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.