Wealth management

Virtual reality is making a comeback, and this time, fintech experts say it will find its place as a tool for advisors to help clients engage with their finances.

Keith Apton got his first taste for finance while still in college.

"I'm not right for you," along with other surprising things I tell clients.

Investment advisors and broker dealers have different “relationship models” with clients, the chairman says.

The trickle of brokers leaving wirehouses for greater independence is quietly becoming a flood.

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

The No. 4 independent broker-dealer has unveiled two major recruiting grabs from its rivals in two weeks.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

Wells Fargo was among biggest losers as advisors jumped to other firms.

If Cetera ties itself to a culturally unmatched firm, the roadblocks it creates for itself may be too much to overcome, an industry recruiter says.

Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.

Many planners see this exam as a must-have credential. Want to ace it? Have a plan.

Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.

Selling printer cartridges at age 16, Umesh Trikha took home more than just a paycheck.

Financial planners typically frame their services in the broadest terms possible, but targeting niche markets, like architects, may be a better move.

What should advisors expect from the upcoming regulation?

A “broad blended skill set" is part of what Voya Investment Management CEO Christine Hurtsellers says helped her become a better leader.

The new strategy will focus on long-term ownership of income-producing companies, not unlike Warren Buffett’s buy-and-hold style.

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

The platform provider is pushing the concept hard, but early reviews are mixed.