Wealth Management News for Bankers
Coverage of wealth management for banks, including advisor strategy, client management, fintech, regulation and trends shaping wealth platforms.
Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.
Advisors share the types of financial infidelity and secrecy they have seen in couples, and how they approached the money misbehavior.
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Ultrawealthy clients looking to reduce taxable estates might consider spousal lifetime access trusts, but too-similar dual trusts can backfire.
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Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.
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Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
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Like many of its peers, the Chicago-based custody bank posted strong results thanks partly to the downstream effects of a strong initial-public-offering market.
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A Deloitte analysis shows that alternative allocations — to private equity, private credit and other vehicles — in DC plans could grow quickly.
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- Daily BriefingDelivered Every WeekdayIdeas that impact your business delivered to your inbox every day.
- RegulationTuesday, ThursdayCoverage of the CFPB, Fed, FDIC, and Dodd-Frank.
- Community BankingMondayM&A, small business, and commercial real estate lending.
- Best of the WeekFridayThe most important and widely read stories from the previous week.
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A value resurgence will overtake growth-stock dominance — the catalysts are already in motion, says Bernard Horn of Polaris Capital Management.
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With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.
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The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."
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A new report from Cerulli Associates shows older, affluent investors are far more skeptical of AI use than their younger counterparts. Financial advisors who use AI tools in their practices say transparency is key to setting wary clients at ease.
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Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
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For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.
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Schwab directly or indirectly manages only 2% of the $37 trillion in U.S. wealth that could be in the hands of advisors, according to CEO Rick Wurster. The size of the opportunity means there is no need to compete with the firm's RIA clients.
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The firm isn't discussing the news reports suggesting it's for sale. Here's how it has built such a close relationship with so many planners over the years.
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Even more than access to alternative assets and simplified platforms, advisors are looking to outside account providers to help them manage clients' taxes.
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Partner Insights from Elan Credit Card - Partner Insights from Elan Credit Card
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Partner Insights from Elavon
