Edmond Walters said he plans to help the firm employ technology more effectively.

The new CFP Board Emeritus program is not a certification, but rather a way for those who are no longer practicing to stay involved with the profession.

Anthony Grosso will lead the effort to recruit Bay Area advisors.

Wells Fargo financial advisors whose 12-month revenue falls below $250,000 will see their pay rate drop.

The large number of cyber breaches in 2018 is evidence that advisors need to be more vigilant than ever in 2019 regarding cybersecurity.

The bank’s wealth management business has partnered with Yext to help manage digital information and drive potential clients to the firm.

Bell Wealth Management, led by President Colin Bell, works with approximately 125 high-net-worth clients, many who work in the medical field.

Goldman Sachs spun off the six-year-old outfit to a group that includes JPMorgan Chase & Co., HSBC Holdings Plc and Credit Suisse Group AG’s NEXT Investors.

Financial advice columnist says it’s not always about the advice; it’s about who is giving it.