Industry

Tim Duncan settles his lawsuit against his former financial advisor, new report questions the process of manager selection and Matt Grossman picked to replace Racquel Oden at Merrill Lynch.

Former wealth management CTO Doug Fritz breaks down AI, explains how advisors can use it now and what to expect in the future.

The traditional model caters to one specific type of individual: men. It’s time for that to change, Accenture’s head of wealth management says.

FINRA opens small firm helpline, advisors are better off putting their phones away and how to help the UN raise money for Sustainable Development Goals.

Millennials are stepping up their savings game, Fidelity recognized for its digital user experience and Kestra names Kris Chester its new COO.

Since 2012, lenders have become increasingly comfortable with RIAs.

Tim Buckley kicked off the Inside ETFs conference this week with a dire warning for those in the audience—embrace the inevitable fee erosion around asset management, or face extinction.

The brokerage is also hiring more banking specialists to work with its advisors.

The Swiss bank said local client service and advisor models will be maintained and benefit from integrated middle- and back-office functions.