Wealth management

"A long life is wonderful, but it is also costly and a bigger drain on resources," an expert says.

The $1.8 billion deal is expected to close in mid-2020.

It was Ray Jay’s tech and in-house marketing agency that initially appealed to the team.

“Tackling student debt is vital today if we hope to set employees up for long-term financial success,” says Scott Whatley, president of E-Trade.

Jeff Smith's dismissal was first announced in a memo by CEO Larry Fink and President Rob Kapito, who only said the executive had violated corporate policy.

"It's going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing," an exec says.

The wirehouse last made changes to its compensation plan in 2016.

It has been a banner year for regional BDs as more than 400 planners joined the fold, according to hiring data analyzed by On Wall Street.

Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.

After acquiring TD Ameritrade, Schwab’s custodial division would grow to about twice the size of its closest competitor.

Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategies

The Wall Street executive founded three companies, including private-equity firm Lightyear Capital.

“It’s going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing,” an executive says.

Tom Bradley, known as an advocate for independent advisory firms, was hired to support advisors with under $100 million in assets.

Wealth management’s graying ranks have to consider the best way to cash out of the business.

How today’s advanced analytics are key.

Like other bank-owned asset managers, the division is under pressure from new regulations such as MIFID II and a protracted shift toward passive investing.

“I feel like I always operate in a recession” — and that’s a good thing, says Bernstein Private Wealth Management's digital chief.

Mergers and acquisitions involving wealth advisors and brokers reached a seven-year annual high in November, according to data compiled by Bloomberg.

To stand out from the crowd, some issuers have embraced thematic strategies focused on niche investments that could become the next boom industry.