In the challenge to make offices both COVID-19-safe and attractive places to work, firms have been experimenting with working arrangements and space while employees toiled at home.

As if Zoom weren't enough, the broker/dealer is working on an augmented reality application that will allow advisors and clients to 'meet' in a virtual room.

The London-based bank will retain a network of 20 to 25 locations that will be transformed into international wealth centers.

The firm is also working toward a hybrid work environment for its branch offices, to facilitate both human and mobile interactions, said CEO Paul Reilly.

Merrill Lynch Wealth Management President Andy Sieg shares the reasoning behind his positive outlook.

The alternative-asset manager said it plans to gradually develop new products that individuals can invest in through financial advisers.

Gabriel Garcia is coming onboard as a managing director for the $13 billion Cresset to seek out RIAs and advisory teams who may want to join the multifamily office.

Will new standards help legitimize virtual currencies?

The duo, which oversaw more than $1 billion at JP Morgan, launches The Invictus Collective with backing of Dynasty Financial Partners.