Wealth management

Taking the prize in annual installments over 29 years, rather than all upfront, dramatically increases the windfall. Lottery victors with seven-figure winnings can also reduce their tax bill.

DFD Partners offers its tech amid calls for greater disclosure of demographics and more access to portfolio allocations for historically excluded groups.

Leaving the nest has always been difficult for both parents and young adults, but some key lessons can help make the transition easier.

New research from Schwab Retirement Plan Services reveals how Gen Z and millennials are approaching their retirement planning — with personalized advice and even cryptocurrency investing.

UBS is growing its advisor headcount in the U.S., but it lost four advisors today and five last week to rival firms. The Wells team is a breakaway half from a powerhouse UHNW group that split in the move.

Although planners may not have fiduciary duty to protect older clients, many see it as an ethical obligation.

An anxious father with a disabled child considers the unthinkable: Withdrawing his entire retirement plan.

Credit Suisse Group is planning a fresh round of job cuts at the global wealth management business starting next week, adding to dismissals that already started at the investment bank, according to people familiar with the matter.

The regional bank's play for a piece of the wealth management pie, under wraps for more than a year, has a unique twist.

Plus, an investment platform from Private Advisor Group and outsourced chief investment officer tech for RIAs of all sizes.

Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule.

The wirehouse is adding pay bumps for advisors with positive net new assets to encourage business growth in a time of shrinking client assets.

A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.

The short-term loans surged in popularity during the pandemic thanks to consumers who were flush with extra cash and limited to shopping online.

Starting this month, the interest rate on I bonds is dropping back down to earth. But before you feel the pangs of FOMO, consider these other options.

As wealth management firms and advisors increasingly wear two hats, it's getting harder for investors to know when they're overpaying for products and advice.

Since most Americans rely on the workplace for their retirement savings, employers are poised as an essential resource for helping people manage financial turbulence.

Credit Suisse Group executive Yves-Alain Sommerhalder is leaving, adding to top-level departures as the firm seeks to get back on its feet amid a massive restructure.

Despite a 21% fall in profits, the Saint Louis-based brokerage pulled in new advisors in both employee and independent channels as its wealth revenue continues to climb.

The behemoth wealth firm said it recently brought in its largest recruited groups ever, a strategy that paid off as it contributed to record net revenue for the third quarter.