Reducing the disparity in will-writing between Black and white households would shrink the racial wealth gap in America, according to a new study. "It's a pretty easy thing to do to write a will — ...

Brendan Krebs moved into the top recruiting role in January with a pledge to bring in advisors for Wells' wirehouse, bank-based and independent channels.

The financial services giant lets wealthy clients pick and choose things like assistance with cybersecurity, alternative investments and estate planning.

Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?

The fees paid by 401(k) plan participants are falling and their investment fund menus are growing. But participants still may not understand the costs they're paying for their retirement savings, a ...

San Diego-based LPL Financial has launched a new curated program for its advisors, AI Advisor Solutions.

The group of 20 massive companies including Moneta, Chevy Chase, Evoke and Savant manage a combined $343.9 billion in assets ...

Whoever is named SEC chair by the president-elect is likely to take a lighter hand on crypto, AI and "regulation by ...

The printable PDF includes rankings based on the firms' AUM and includes number of employees, client accounts and financial ...

Firms need the latest artificial intelligence-driven tools to capture the great wealth transfer's digital-first prospect base ...

Experts say this acquisition will have far-reaching effects on the entire wealth management industry as a generational shift ...

More planners are dropping their FINRA registration but keeping some ties to independent wealth management firms once thought ...