Wealth management

Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say.

Sora Finance will continue to operate as a standalone offering for roughly 12 months while Flourish develops a combined deposit and lending solution.

A partnership between Citigroup and Silverfern to serve exclusive private equity deals to ultrarich clients collapsed after years of tension and litigation.

Financial advisors are counseling clients to stick to their long-term plans, even as they consider potential hedging opportunities and other strategies.

Founder Steven Fox is asking for a flat $18,000 per year from planners to act as their RIA and platform provider to drive changes to fee models across the industry.

The question of when (or if) wealth management firms need to hire a chief technology officer depends upon a number of factors, but experts say CTOs can bring vision and leadership.

Not long after announcing a new set of services for high net worth clients, Edward Jones rewards CEO Penny Pennington with a $29 million compensation package.

While actively managed ETFs may promise higher returns, passive ETFs are still an attractive option for investors.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

With the Trump administration pledging to review recently passed federal rules, the Investment Adviser Association wants to submit new comments on an anti-money-laundering law for RIAs.