Eight straight years of record-breaking consolidation in the wealth management space are seen as just an onramp to more of the same this year, according to the latest research from DeVoe & Co. The new report, which includes findings from ...

It’s hard to argue that something good has come out of the pandemic. Yet the shift to remote work models has been popular, with many workers believing it’s more convenient and creates a better work-life balance, to say nothing of the approach leading ...

Citizens Financial Group Inc. has been on a buying spree, but Chief Executive Bruce Van Saun is still chasing one spot: wealth. “People know that we have an interest in growing there, but that space is heavily sought after by ...

Jamie Spears, the father of pop star Britney Spears, has agreed to step down as the conservator of his daughter’s estate after 13 years of control over her financial decisions.  The voluntary removal was unveiled Thursday when Jamie Spears’ legal ...

Deutsche Bank has lost a string of U.S.-based wealth management executives over the past year as Chief Executive Christian Sewing struggles to expand in the lucrative business of managing rich people’s money while keeping a lid on expenses. At least ...

Hot, hot, hot. That’s an apt description not just of the blazing summer weather in much of the country but the current demand for registered investment advisory firms. As Bruce Kelly noted in his recent cover story, valuations of RIA ...

In the latest example of the wealth management industry adjusting to the growing demand for sustainable investing products and strategies, J.P. Morgan on Tuesday announced the acquisition of OpenInvest, a technology platform that helps financial professionals customize and report on ...