CEO Greg Fleming's team secured more than $600 million in capital that brings together two of North America's influential financial families.

Wealth managers are increasingly pledging to address diversity, equity and inclusion in their businesses.

It wouldn't be easy for elite advisors at the bank to leave, for reasons ranging from loyalty to deferred compensation. But as spooked clients demand stability, some competitors see a rare opening to recruit.

The advisors left a firm called Regulus and aligned with AdvisorNet Financial as they seek to build a larger base of individual wealth and planning clients.

Sergio Ermotti, who replaces Ralph Hamers, is tasked with integrating Credit Suisse, a monumental job.

The initiative aims to improve the underrepresentation of women in the financial planning industry, who comprise not even one in four of all CFP credential holders.

Only 13% of 242 active manager portfolios across the world had a woman as lead or co-lead in 2022, according to new research. The number has hardly changed over the past two decades.

Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.

As their financial confidence grows, women want to help others succeed, too.

A new scorecard show 13 of 68 companies got an "A" grade for being upfront about inequality in employee pay — and 25 got an "F."