Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

Lack of financial preparedness and use of benefits are costing workers at all levels.

From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.

An employment attorney shares how to make sure AI hiring tools follow policies and regulations.

CEO Jamie Price and other senior executives revealed the name of the firm that will be home to its current network of eight separate brokerages.

High debt, paired with persistent income inequality, has left LGBTQ employees unprepared for retirement.

Anna N'Jie-Konte and Keith Beverly are aiming for big growth through recruiting and M&A deals aligned around the mission of changing wealth management.

The ties of the industry to Kingdom Advisors and a network of conservative religious groups have alarmed some financial advisors and industry professionals.

The additions allow the Rhode Island bank to expand its wealth management footprint along the East Coast and in San Francisco, where the recently shuttered First Republic was based.

As financial professionals seek more ways to connect with their colleagues online, experts say the benefits of doing so are plentiful.

The defections by Stewart Webb and Gerald Garner highlight a slew of recent recruiting moves, hirings and M&A deals displaying fierce competition for talent.

Losing your job sets into motion a series of financial twists. Planning ahead can help.

Could the collapsed bank's advisors who are now at the Wall Street giant become a 'red-headed stepchild'?

As Asian Americans and Pacific Islanders experience barriers in corporate careers and have been underserved as clients despite their growing wealth, here's what the industry can do to help.

The soaring number of firms disclosing their workforce demographics is bringing sobering numbers to light and displaying the shortcomings of available statistics.

While former SVB and First Republic advisors are getting more attention, the private equity-backed firm added its largest recruit in 2023 from another shuttered bank.

With a warning that spoiler alerts are plentiful, FP asked professionals for their thoughts on the hit series and found many parallels with common industry issues.

The No. 1 independent brokerage has boosted the number of brokers it recruits to financial institutions each quarter, its top recruiter in the channel tells FP.

The product, designed for wealth management customers, is the first in the U.S. to implement Mastercard's Touch Card, which helps people distinguish credit, debit and prepaid cards through a notch on the card's edge.