The pending acquisition furthers the firm's plans to be a dominant giant, but it also poses tests of its recruiting, capital structure and ongoing reorganization.

The sixth-largest U.S. bank has big plans to grow its private bank by developing young talent, as it prepares to target many of the hottest markets for young wealth.

Potatoes, framed family photos and broken coffee mugs are among the worst gifts these employees have received for the holidays.

The deal displays the growing flexibility LPL is offering financial advisors as part of its ambition to reach the entire wealth management marketplace.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

In its latest recruiting win from Osaic's Triad Advisors, the firm established its first office in a new region and picked up a half dozen financial advisors.

Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.

By 2030, all baby boomers will have reached retirement age, but it doesn't mean they need to leave the workforce immediately.

In remarks at a Goldman Sachs investor conference, Dan Arnold discussed the potential rule and shared his view of the industry's competitive landscape.

AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.

Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.

Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.

The basketball great and sports analyst says as opportunities grow for athletes and entertainers, so does the need for greater financial competency.

A female Citigroup Inc. equities managing director sued the bank, alleging that she endured "horrifying" sexual assault and harassment by superiors

The restructuring under CEO Jane Fraser will refocus Citigroup on wealth management and four other key business areas.

Goldman Sachs Asset Management utilized behavioral finance to address what makes retirement planning successful.

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.

The second annual Women in Wealth Management Awards celebrated seven women for their achievements.

Vannessa Gennarelli, principal of Fortuna and author of "Surviving Change at Work," shares how leaders can captain an acquisition.