The actor and former wrestler is joined by his ex-wife, Dany Garcia, to help Acorns users open UTMA/UGMA accounts.

But that may belie gender biases that still exist. A new Merrill Lynch study observed an average of 10 gender-related 'miscues' per 30-minute meeting with clients.

Over the past 18 months, 54% of Merrill Lynch Wealth Management's advisor hires have come from diverse backgrounds, up from 39% in 2017.

Bank of America executives Aron Levine and Cory Triolo announced that Merrill Edge added 300,000 new accounts in 2020 and has introduced a new interface called Idea Builder.

Many advisors wonder if they’ve reached an age when independence is just a bridge too far.

Advisors and clients alike being able to simultaneously adjust planning and portfolio scenarios in real time is a "game changer," according to Aite Group's Dennis Gallant.

UBS posted disappointing earnings in its Americas wealth business in the second quarter.

A&O Advisors helps exonerees who have won substantial civil settlements for the injustices they suffered build a financially secure future after years in prison.

Wells Fargo Securities senior bank analyst Mike Mayo called the performance 'worst-in-class wealth management.'

This year, J.D. Power measured advisor satisfaction at both the employee and independent firms.