Professional development

Two frontrunners have emerged as possible successors to the long-serving CEO, but even more potential candidates wait in the wings.

In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack.

After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.

Recruiters see the banking giant's offering as central to its bid to retain top teams and prevent them from going independent.

Writer Rich Lippman spotted a hole in the marketplace: There was no fun take on how to make an estate plan. His new book aims to fill that void.

The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.

The change comes over massive overhaul as the mega bank seeks to build divison under Sieg.

Wiggan is taking the place of Ray Chun, who will run the Canadian personal banking division.

Organizational changes come amid the firm's growing wealth management ambitions.