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 ...

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

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

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

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

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

Ernest Ossei Boateng allegedly defrauded over 200 investors, targeting the Christian Ghanaian community with false promises ...

He’s Letting AI Agents Invest His Money. They Even Have Names. “Traders say it gives them the power to make objective decisions, crunch numbers at a superhuman scale and earn impressive returns ...

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

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

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