Clients often prefer a one-stop-shop, pairing their wealth management and private banking teams for advice on holistic ...

For wealth management firms, there is scope to extend the role of trusted advisor beyond what would traditionally be their ...

Higher equity-market valuations boosted wealth-management units at Citigroup, Wells Fargo, and JPMorgan Chase, which like ...

Solita Marcelli of UBS discusses wealth management's future, leadership, and why risk management is the heart of the industry ...

Goldman Sachs Group Inc on Tuesday named new chiefs of its asset management and consumer and wealth management divisions as part of a broader restructuring of those businesses, effective Jan. 1.

US Bank has appointed Jodi Rolland as the president of its Affluent Wealth Management business. The appointment is effective ...

Colin Low’s perspective offers a necessary counterweight to more idealistic narratives in the wealth management digital ...

Baer, previously a private banking relationship manager, is a 17-year veteran of Farmers. She is described as a founding ...