In other deal news, OnePointBFG expands in Florida, two RFG Advisory firms merge, and Hightower pulls a $1.6 team into its ...

Advisor Scott Kahan organized volunteer planning for victims' families, starting a movement that continues in the profession ...

Dan Arnold will serve as executive chairman at wealth management platform Stirlingshire Investments, which plans to launch an ...

Judges recognized companies for their outstanding support of financial advisors' success in various categories from among ...

Mid-tier universities are offering more merit scholarships to fill freshman classes, creating new opportunities for families ...

Fintech supports client assets totaling more than $500 billion and plans to expand its AI capabilities and commercial team ...

RIA CEOs said they are less concerned about Vanguard pairing with Altruist to create competition, as they are hopeful it will ...

John Vazquez and Manuel Monasterio in Santa Fe, N.M., who manage $1.2 billion in client assets, move to Merrill from UBS.

Asset managers increasingly use the same AI tools and data, risking reduced differentiation and intellectual herding ...

The CLARITY Act needs 60 votes to advance, but both parties have expressed concerns about the crypto regulation legislation ...

Kara Murphy, CIO of Kestra Investment, said her desire to help others in turbulent times was shaped in part by surviving the ...

College is less like an overvalued stock about to crash than an expensive bond due for a repricing. (Bloomberg Opinion) -- A ...