The court made it tougher for the administration to defend regulations it issued in recent months to tackle climate change, forgive student debt, crack down on so-called junk fees and write tax regulations.

UBS is reorganizing its global wealth management arm, pursuing aiming to bring more investment services to ultrarich clients.

A retiree in New York could pay off her debts in one lump sum. But is that the smartest move?

As part of a broader leadership shakeup, JPMorgan Chase has tapped Sanoke Viswanathan to oversee its international wealth business following the departure of a longtime executive.

The Atlanta-based independent broker-dealer thinks some advisors will always feel ill at ease at big firms that keep getting bigger. That's where it sees its opportunity.

CEO Jamie Dimon has long contrasted Florida's business-friendly climate with his firm's native New York.

SEC-registered investment advisors hit an all-time high in 2023 as assets under management also rebounded to stronger growth, according to the latest survey by Investment Adviser Association (IAA) and COMPLY.

With a rush of individuals exploring alternative assets for the first time, advisor platform CAIS is slashing fees that it says affect portfolio performance for such investments.

The founder of the private-equity backed RIA says he's interested in further acquisitions but doesn't want to be "growing for growth's sake."

The deal values closely held Fisher Investments at $12.75 billion and is part of the founder's estate planning, according to the firm.