Wealth management

Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.

An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.

The advisory landscape is shifting as robo advisors are trending out, thanks to AI as the "next big thing" in wealth management. But that doesn't mean AI will make robo advisors obsolete.

Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.

Combining the two partner firms will create an RIA with more than $50B under management.

The private equity-backed advisory aggregator plans to use a consolidation process in "coming months" to bring its various brokerages under one brand.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.

In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

Citizens has been on a recruiting and acquisition tear in recent years. Tom Metzger, the recently appointed head of the bank's private wealth unit, says it's just the beginning.

Nearly one out of three advisors at independent broker-dealers has thought about going solo in the past year, a new survey finds.

Wealth management startup Altruist raised $169 million, topping a valuation of more than $1.5 billion.

Here's what advisors at the $2 million production level can expect to earn at large and regional firms

The merger "will fundamentally transform the RIA ecosystem," tru CEO Craig Stuvland says.

Analysts find that funds selling call options tend to do poorly in bull markets and lag behind broader market indexes.

You'd think making $1 million a year for your firm would be considered a lot. But advisors at that level last year have to bring in a bit more to maintain their take-home pay.

A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.

Michael Nathanson will replace interim chief Dan Glaser but remain the chief of The Colony Group as the RIA aggregator consolidates its ranks out of the public eye.

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.