Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.

New Mexico follows Pennsylvania, Kentucky and Mississippi in finalizing rules on annuity sales based on the National Association of Insurance Commissioners’ 2020 model rule.

During O'Brien's six-year tenure, eMoney grew to almost 100,000 users.

Four prominent academics weigh in on how technology will impact wealth management in the years—and decades—ahead.

Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients. Here, a selection of working advisors on wealth management technology in the near—and...