Practice management

After Dan Allison spent more than 20 years as a wealth management consultant specializing in referrals, the AI agent version of him will coach financial advisors through WealthReach's new Multiply tool.

On Thursday, Citi will hold its first investor day in four years. The megabank, which has undergone substantial change under CEO Jane Fraser, is expected to share its strategy for driving higher profitability, deploying AI and ramping up shareholder returns.

A GAO report suggests that blanket rules on spousal consent for 401(k) withdrawals could solve "financial infidelity problems — and exacerbate them.

The proposal is part of what SEC Chairman Paul Atkins calls his "Make IPOs Great Again" agenda.

Carter Bankshares wants to widen its footprint in the Carolinas and may look to buy a bank, especially in South Carolina, where it set up a loan production office in November. The Virginia bank recently resolved a long-running dispute with a major commercial borrower.

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.

Parents who don't effectively communicate estate plans to their children set them up to fail financially, emotionally and relationally.

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.