Credit Suisse Group is planning a fresh round of job cuts at the global wealth management business starting next week, adding to dismissals that already started at the investment bank, according to people familiar with the matter.

After its spinoff from giant accounting firm RSM, the newly standalone firm struck an agreement to add on to its existing base of $13.5 billion in client assets.

Four out of five executives believe there will be a recession in the next six months, according to a survey from PwC.

Between winning awards for her work in the DEI space and educating chief compliance officers, the ComplySci leader keeps a full schedule.

The wirehouse is adding pay bumps for advisors with positive net new assets to encourage business growth in a time of shrinking client assets.

Securian's alleged tactics with departing managing partners highlight a troubling trend among firms claiming to offer flexibility and freedom.

The firm is also trying to upgrade its services for advisors through new digital chatting tools to get in touch with the corporate office without any phone calls.

A behavioral science researcher and an HBCU planning professor gave financial advisors tangible steps that can alter the industry's legacy of exclusion.

Even if headcounts become more diverse, progress will stall if the culture of the industry isn't addressed.

A new Arizent study finds that the wealth management industry is lagging behind on diversity, equity and inclusion progress. Still, many advisors believe in the value of diverse perspectives.

The benefit is for entry-level employees at the investment firm's call centers in several states.

The brokerage added more than 200 independent financial advisors for the second quarter in a row while driving up the productivity of its existing ranks.

Exclusive Arizent research found that more than 95% of employees think they have something to learn from people who are different from them. But only 66% think that diverse companies make better decisions. We explore the disconnect.

Fidelity Investments is hiring an additional 100 people for its digital assets unit, stepping up an expansion that started in May and taking advantage of turmoil among crypto firms to lure talent. 

JPMorgan Chase has hired a new head of digital assets regulatory policy, less than a month after CEO Jamie Dimon told lawmakers that cryptocurrencies are "decentralized Ponzi schemes."

FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry.

The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.

The influx during a challenging quarter displays how the wirehouse's three channels are starting to work together in tandem, CEO James Gorman says.

Efforts to increase diversity in the wealth management industry include Raymond James' Black Financial Advisors Network and the BLX Internship Program.

Despite losing more than 500 brokers from its headcount in the third quarter, the wirehouse sees strong recruiting momentum in its pipeline.