Dan Shaw

In March 2024, several exchange-traded funds lost billions of dollars in investor cash, including one prominent bitcoin ETF. Adobe Stock/24K-Production

Executives say the results show the wisdom of the firm's deliberate decision to focus on high net worth clients.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

Forty-five percent of wealth managers say a disputed presidential election would hurt their business, according to a new Arizent survey.

The firm's wealth management business saw strong new assets inflows in the first quarter, particularly from its business catering to family offices.

The Bank of America wealth management subsidiary joins Morgan Stanley and Wells Fargo in no longer divulging how many financial planners it has on the payroll.

Some planners and firms are taking action to address impending retirements. Here's why opening more pathways into the field matters to every company in wealth management.

Pershing reported higher revenue in Q1 after a rough last year when clients fled due to First Republic's failure. Parent BNY Mellon's CEO Robin Vince said he feels 'very good' about Pershing.

Late-in-life divorces have more than doubled since 1990, and they often decimate retirement savings. How can gray divorcees shore up their finances?

A new MIT study says AI could potentially adapt to an advisor's predictive and empathetic behaviors. But industry leaders argue AI is actually generating more job growth for advisors, not replacing them.