News

WealthManagement.com created this list of industry-related resources to help financial professionals understand systemic racism and white privilege. It is not exhaustive. Some of the organizations listed take donations.

The data shows more than 80,000 jobs in the investment advice industry were 'retained' due to the small business loan assistance—but that number comes with a huge asterisk.

Wells Fargo's wealth unit reported net income of $180 million during the second quarter, down 70% year over year and 61% sequentially, as advisor head count continues to shrink.

Kamila McDonnough, the president of an RIA firm and a member of the CFP Board, will take over the role of board chair in 2022, becoming the first Black woman to do so.

Our profession is overwhelmingly white and male both by design and practice, which means that it needs to change.

In its second quarter M&A report, Fidelity recorded just three RIA deals in April, yet activity spiked in June, with 14 deals across $20.6 billion in assets.

Fresh blood with big enterprise experience—from outside the broker/dealer and RIA space—points to a big growth push.