Wealth management

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

A California man's complaint alleges that Morgan Stanley's website enabled tracking tech from Google and Microsoft to collect web visitors' browsing data for targeted online ads.

Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.

Adam Cox led the wealth management division of a regional bank for 10 years. His lack of an ownership stake in the business he'd spent so much time building eventually drove him to seek independence.

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 Treasury Department terminated the lease for the Consumer Financial Protection Bureau's Washington, D.C., headquarters; HSBC's Gerry Keefe, head of banking in Europe and the Americas, quit to take a role outside of the financial services industry; Deutsche Bank has reported potential sanctions breaches involving Russian clients to German financial regulator Bundesbank; and more in this week's banking news roundup.

The deal between OpenAI and personal financial management startup Hiro Finance, the second of its kind for the AI company, will lead to the sunset of the Hiro platform next month.

After a strong first quarter, America's second-largest bank hailed the resilience of the U.S. consumer, but also forecast rising inflation in the near future.

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.

As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

Touchstone Wealth Partners is the fourth team with more than $1 billion in client assets to join Wells Fargo's FiNet unit this year.

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

Deutsche Bank is raising the base pay of Supervisory Board Chairman Alexander Wynaendts by 21%, Wells Fargo has hired Neil Ghosh as head of chemicals investment banking, Bank of America's Alexandre Bettamio is being considered for chief executive officer of Brazilian stock and derivatives exchange B3 SA, and more in this week's banking news roundup.

The intersection between HNW clients and private markets is no longer about distribution, but integration.

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 Trump DOL has said it "has no current plans" for further rulemaking, but that contradicts its own notice of potential regulation last year.

The digital bank launched Big Business Banking, an interface for businesses to manage fiat and crypto assets in the same place and conduct 24/7 transactions.

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.

A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.