Wealth management

One of the largest RIAs in the country is adding another purchase to its hot streak of acquisitions, which included the former United Capital from Goldman Sachs.

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.

According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.

The board's succession committee said the big bonuses were paid out in "the best interests of the company."

The leading IBD firm is eager to dominate the entire advisor industry, following another strong quarter for recruiting.

The stock sale would be the first such transaction for the longtime JPMC CEO during his 18-year tenure.

New trade rec from BoA suggests targeting boomers' wealth — and avoiding millennials'.

High interest rates and a wobbly stock market continued to fuel the Great Annuity Boom this past summer.

Coming off another record quarter, the independent broker-dealer giant sought to reassure analysts questioning its stagnant advisor headcount.

Financial Planning's Top 40 Brokers Under 40 rankings recognize the industry's top elite young producers among broker-dealer firms. Nominations are now open for the 2024 edition.

Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

Two companies came together and dropped an outside clearing firm as the team led by CEO Cat Davies enters an increasingly competitive area of the industry.

From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

Understanding the mechanics of how generative artificial intelligence is trained can help advisors participate in the process.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.

Columbia Wealth Advisors consists of roughly 50 advisors and other professionals affiliated with a large regional bank.

The registered investment advisory firm aggregator is seeking a replacement CEO after going private in August.

The unprecedented run of bull markets that buoyed fund managers' investments and masked life-threatening vulnerabilities may be a thing of the past.