Nearly half of financial advisors determine pricing based on the complexity of the service involved or the time required, according to billing platform AdvicePay 's 2026 Fee-for-Service Industry Trend ...

Financial advisors may have to work on their soft skills if they want to get their hands on the trillions of dollars expected to transition during the great wealth transfer, according to a new report ...

Charles Schwab, fresh off a particularly lucrative quarter driven by client trading activity, is planning to let its customers trade cryptocurrency and mulling getting into prediction markets as well, ...

Morgan Stanley 's workplace and E*Trade channels, which have already delivered hundreds of billions of dollars in assets to the wealth management unit, have been generating even stronger flows in ...

Parents anxious about their child getting a job after college are willing to pay thousands and even tens of thousands of dollars to career coaches as the job market tightens and college education ...

Raymond James has appointed Patrick O'Connor, a firm veteran, to the role of Private Client Group chief operating officer.

UBS Chair Colm Kelleher has made it clear the company is considering a variety of options as it prepares for the Swiss government's proposal on new capital requirements aimed at shielding the ...

Hightower Taps Insurance Exec as New President ...

Despite solid growth across several business lines in the first three months of the year, Wells Fargo continued laying off staff, according to news reports.

A former Raymond James financial advisor has been given a six-month suspension and fined $20,000 by the Financial Industry ...

Morgan Stanley 's wealth management unit posted substantial gains in the first quarter, driven by rising markets, healthy asset flows and a rise in net interest income.

UBS has appointed several new executives in its Southeast Wealth Management Region to tap the "influx of wealth" the area has ...