Practice management

Schwab services 16,000 RIAs with 2,000 different fee structures. According to the industry's largest custodian, the exact costs come down to "a very personalized negotiation" with the firms.

A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.

After Silicon Valley Bank collapsed in 2023, its remains were acquired by First Citizens Bancshares, which kept using the failed bank's name and logo. At the end of 2026, that's coming to an end.

A consulting and M&A advisory firm presented six prospective sellers to 17 buyers, with striking results for any advisory teams tapping into a frothy M&A market.

The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.

The Providence, Rhode Island-based bank is analyzing its 14-state branch network and plans to unveil details of a branch optimization plan by midyear, executives said.

The investment bank reported a surge in net revenues for the first quarter, aided by robust client activity in investment banking and wealth management.

Four years ago, the Detroit-based auto lender made a pledge to support men's and women's sports with equal advertising dollars. It's reached that goal a year ahead of schedule — and it's not stopping there.

Finance and education veteran Walter Rendon wants to ensure that more young people get the training and mentorships that helped him break into the field.

Israel Velasco, who is slated to become the head of the Puerto Rican bank's U.S. subsidiary, will be charged with helping to implement the company's new strategic framework.

For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.

The card brand introduced tech for businesses to tap agentic AI, while Revolut counters Italy's accusations of inaccurate marketing. That and more in the American Banker global payments and fintech roundup.

The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.

The largest crypto theft of 2026 hit Drift Protocol after attackers exploited a small security council, putting a spotlight on DeFi vulnerabilities.

Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.

While San Francisco had the biggest improvement in affordability for prices today versus 2019, Hartford remains in a very deep freeze, First American said.