Wealth management

The bank's wealth management and investment management units have been standouts in recent years.

The firm's wealth management co-head said that recent changes to its pay grid have been favorably received.

The gains in assets under management come as the banking giant continues to add to its advisor headcount.

There's no better example of investing in the future than an emerging markets fund. Here are the ones with the best returns.

Industry group warns that the change to employment status criteria could put up further barriers to Americans' obtaining financial planning services.

Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z.

Millions of dollars are at stake for dozens of former employees — but the case also raises questions about the federal law governing retirement plans.

For advisors seeking a type of independence that defies industry norms of success, two female CFPs have launched a co-op promising to be a firm of one's own.

The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

In a case with industry-wide implications, PKS Investments argues that a Utah couple cannot pursue damages against the brokerage through FINRA arbitration.

From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.

The retirement legislation has several new provisions that tackle student loan debt, emergency savings and retirement benefits for small businesses.

Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.

Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.

In 2023, Financial Planning's op-ed section featured nearly 100 original columns penned by experts across wealth management, from tax pros to tech founders and seemingly everything in between.

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

A new ranking of the channel by SmartAsset includes arms of Sammons Financial Group and McKinsey and global portfolio management firm Cambridge Associates.

In wide-ranging interview, CEO James Gorman warns that proposed banking rules would drive up interest rates for first-time homebuyers.

Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.