Wealth management

Zephyr's head of wealth management says now is the perfect time to remind clients why they need you.

Returning cash to shareholders stops companies from doing stupid things with their money. The new 1% levy could open the door to more buyback taxes, and more foolish spending by companies.

Why industry veterans Christopher J. Asher, Jason D. Cooke and Vincent J. Camarda, charged in separate cases. will go by "defendant" and not "CFP."

Judging by a recent survey, reports of the classic investment strategy's "death" are greatly exaggerated.

Two RIA acquisitions added $7.7 billion in client assets to the Toronto-based firm's U.S. platform in Q2.

Devoting an ETF to a single bond may not just be a gimmick. It could solve a lot of the problems with bond trading, writes Jared Dillian.

The Financial Planning Association has begun a multi-year effort to legally protect financial planners' titles.

A little-noticed change to "overflow" money will push down customers' yields at a time of rapidly rising interest rates — unless they opt out.

Studies show that the market has created a "Goldilocks" moment for alternatives. But technology and the industry need to work together to get it "just right."

The Vanguard Total Bond Market ETF, worth roughly $83.8 billion in assets, is now the biggest bond ETF in the world.

Gaining clarity on "hard forks" and "airdrops" is a must as investors struggle to tally their losses in the aftermath of the Terra-driven crypto market crash.

Despite what the wealth management industry suggests, some investors benefit more from the popular strategy than others.

DAFs have been receiving more than half their contributions from complex assets such as shares of public and private companies, real estate and cryptocurrency in the past five years.

A new Arizent study finds that the wealth management industry is deploying AI tools in a significant number of cases at a rate three times higher than those in banking, and even higher when compared to mortgage and insurance.

A columnist makes the case, with caveats, for tapping certain retirement accounts rather than the traditional savings plans.

The fintech veteran and NYC Fintech Women co-founder is doing it all, and wishes she could do more.

Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.

The "set it and forget it" approach has gained popularity in recent years, but a more active approach has its advantages in a volatile market. Here's the case for each.

Citigroup is planning a 500-person hiring spree over the next three years for a new wealth division catering to junior employees at private equity offices, consultancies and accounting firms, betting those clients will someday join the ranks of the ultrawealthy.