Succession planning

One year after it bought First Republic Bank, the largest U.S. bank by assets is launching J.P. Morgan Private Client, a new tier in its affluent-consumer services that brings together JPMorgan's brand with First Republic's concierge model.

With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.

The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.

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.

The founder will hand the reins to former LPL executive Burt White as part of an immediate transition to chairman.

The $72 trillion generational handover demonstrates the undeniable momentum of Black wealth in the U.S.

Recruiting female athletic talent can help secure the short- and long-term health of wealth management, writes a Morgan Stanley executive who is a former equestrian.

The 401(k) and individual wealth firm opted for one of a wave of private equity-backed startups that give financial advisors even more M&A suitors to consider.

In a new dual role at Emigrant Bank and Emigrant Partners, the veteran RIA dealmaker will advise financial advisors and work across a multifaceted family office.

The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.