Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.

An industry lawyer is accusing JPMorgan of making a "last-ditch effort" to force his clients to pay back more than $90 million in recruiting loans they received when joining the former First Republic.

Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers.

Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.

An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.

The advisory landscape is shifting as robo advisors are trending out, thanks to AI as the "next big thing" in wealth management. But that doesn't mean AI will make robo advisors obsolete.

Focus Financial Partners is moving to have its Colony Group advisory unit absorb its longtime partner, Buckingham Strategic Wealth. Focus, an RIA aggregator based in New York, announced at its ...

The private equity-backed advisory aggregator plans to use a consolidation process in "coming months" to bring its various brokerages under one brand.

For the third straight month, retirement advisors have lost confidence in the economy — and many blame the central bank.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider ...

Fintechs are slowly recovering from 2023 when a number of firms announced layoffs. Despite the challenges, some fintech ...

Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they ...