The largest independent broker-dealer is also "on a journey" to reach more high net worth clients through new tools under development, CEO Dan Arnold said.

The firm also added $15 billion in client assets through recruiting in 2022 just before announcing the largest deal of CEO Adam Antoniades' tenure.

Sisters Jewel Waller Davis, Joyce Waller Baden and Betty Waller Gray reflect on the financial lessons of their family's 120-year-old business and proud history.

A group that's been historically blocked from growing generational wealth is ready to engage. Is the wealth management industry prepared?

Chelsea Ransom-Cooper, a managing partner and director of financial planning at Zenith Wealth Partners, spoke with FP about what the big firms are getting right — and what's missing from their DEI strategies.

Despite tough economic conditions for most of 2022, the company reeled in a record inflow of client assets.

The firm is undervalued by the stock market when compared to "two high-quality peers" in Raymond James and Morgan Stanley, its CEO said.

The independent wealth management firm made its third significant deal with an insurance firm exiting the industry in the past four years.

Cedarwood Financial Partners left Edward Jones after decades in an effort to carry out ambitious growth targets.

Wealth management still has a long way to go if it hopes to reflect the nation it serves. But advisors say small steps still move us forward.

The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.

The Wall Street institution is seeking to guard against an economic downturn.

The smaller shrinking of the wirehouse's headcount in 2023 underscored a successful year of growth for the megabank's wealth arm.

A woman suing JPMorgan Chase for facilitating her sexual abuse by Jeffrey Epstein claims Jes Staley "personally observed" that abuse when he was the bank's head of private wealth.

UBS Group doesn't plan to make the large-scale job cuts seen at global peers as the business of making investments for wealthy clients continues to see robust growth, Chief Executive Ralph Hamers said.

At Future Proof 2022, the recently designated CFP discussed why the event was different from typical wealth management conferences.

The megabank set aside more than $1 billion in reserves as it confronts mixed economic signals and keeps adding more teams to its wealth ranks.

The group of 70 financial advisors left Advisor Group's Securities America to focus on expansion with the help of a rival to its prior firm.

Level Four Financial sees its parent accounting company and flexibility as disruptive forces for a midsize firm in a field dominated by giants.

Coinbase Global is firing about 950 employees, or 20% of its workforce, as the worsening crypto slump spurs another round of layoffs at the biggest U.S. digital-asset exchange.