Wealth management

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

Assessing your RIA through a sustainability lens can serve a range of stakeholders including employees, clients and the environment.

The deal, which gives Captrust its first office in the Pacific Northwest, reflects the growing power of firms like it on a national level. Here's how it happened.

Organizational changes come amid the firm's growing wealth management ambitions.

Check out this collection of can't-miss conversations with industry insiders and experts.

What do younger clients want from wealth managers? Katy Knox, president of Bank of America's Private Bank, sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss the future of high-net-worth investing and what clients are looking for now.

The retirement-focused wealthtech formerly known as FeeX has more than quadrupled its revenue since its last fundraise announced in February 2022.

A new study from Envestnet and The Center for Generational Kinetics looks at the divergent mindsets, concerns and preferences of high earners across generations.

The restructuring is further evidence of the megabank's commitment to adding to its stable of branch-based advisors.

More working Americans have a health savings account, but many are not using them to their fullest potential.

Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.

Bond values are plummeting right now. But in the longer run, these 20 funds show why it pays to invest in fixed income.

Higher earnings potential but short careers for top-class athletes continue to warrant special attention from planners.

Preparation, acceptance and a generous dose of patience will be required to help investors weather a forecast that includes prolonged high-interest rates.

Two experienced chief investment officers break down the reasons clients are keeping their cash out of the conversation, and why advisors should work to crack the code.

AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.

A new report finds that contract clauses forcing investors' cases into private forums too often stack the deck in favor of firms.

More emphasis on tax planning services and an upgraded approach to recruiting and retaining top young talent are key for wealth managers looking to drive growth.

From RIA leaders to wirehouse execs like Sergio Ermotti and Ted Pick, to regulators and fintech innovators, here's who to watch in 2024.

Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.