Wealth management

Advisors say it's important to help clients plan ahead of time in order to survive and ultimately rebuild after an emergency.

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

The investment banking giant has been the subject of regulatory probes regarding the way it vets prospective clients. So far, that's not driving away potential clients, executives say.

CEO Ted Pick said nearly half of net new assets Morgan Stanley brought in last year landed in fee-generating accounts — and that's right where he wants them.

Almost half of women say they will outlive their retirement savings, compared to 38% of men.

The regional giant reported $2.2 trillion in client assets last year, despite seeing its net new flows decline.

The number of financial advisors at America's biggest bank dropped slightly from last quarter but was still up from last year.

Citi wealth head Andy Sieg told employees that net new investment assets — which surged last year — are the division's "North Star."

Wells Fargo and other large wealth managers have been under scrutiny from plaintiffs' lawyers and regulators for the returns they pay on uninvested cash. It hardly mattered for Wells' bottom line last quarter.

Cash flow, tax bracket and timing of distributions will determine whether pretax or post-tax treatment of retirement savings makes more sense.