Wealth management

The family-run Investment Advisors Financial Group team brings $1 billion in assets.

The pair previously worked together at the Denver office of Citi Private Bank.

Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools.

Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.

Senior private bankers will play a large role in Deutsche Bank's bid to become one of Wall Street's main European rivals for ultrawealthy customers.

The latest legal action over the industry's handling of clients' uninvested cash suggests sweeps are a bigger profit generator than most firms let on.

A financial advisor in North Carolina is looking for a fee-only advisor to offer an advice-only model for his own family. Is this a good idea? If so, what are the considerations?

The new women-led RIA will focus on serving law firm partners, executives, entrepreneurs and high net worth individuals and families across the country.

The private equity-backed deal keeps M&A humming along at a "healthy and stable" pace that's unlikely to pick up until rates fall.

Client discussions about legacy planning, taxes and financial objectives inevitably raise questions that, often enough, only insurance can address.

The firm continues to see success with encouraging wealth clients to open banking accounts.

These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs.

The Wall Street powerhouse is now the subject of two class action suits questioning whether it has been providing unreasonably low returns on clients' uninvested cash.

The brokerage giant sticks to more conservative approach to retail investing amid increasingly crowded market.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

The company celebrated its 25th anniversary as a public company with net earnings of $700 million in its wealth unit. The profits were an improvement from its losses last year.

Citi's CEO Jane Fraser assured investors Friday that the megabank was on the rebound from a corporate restructuring and regulatory actions.

The megabank saw a 15% increase in assets under management in its wealth management division in the second quarter.

Rising expenses from increasing asset values in client accounts also put a dent in the unit's bottom line in the second quarter.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.