The fintech giant shifts its media strategy despite reporting record trading volumes this month amid its 10% staff reduction.

Jason Wenk says his RIA custodian is far ahead of targets as Altruist Advisors beta program draws five times more applicants than expected

CEO Vlad Tenev calls the proactive restructuring a bid to build a leaner team, coming as the brokerage rolled out its RIA referral program earlier this month.

The brokerage’s new event series will bring together women content creators and financial advisors to discuss taxes, retirement planning, and business structuring as wealth managers target the creator economy.

The CFP Board says its certificate carries an 11% compensation premium, and recruiter Louis Diamond says the credential has become increasingly vital for young advisors entering the profession.

The RIA technology giant's new office features a fitness center, café and outdoor community spaces, including a beehive, picnic area and herb garden for over 100 employees.

While unveiling new portfolio management and direct indexing tools for RIAs, Betterment's Devon Klumb said the firm's advisor referral pilot is intended to convert retail users into RIA clients as their financial needs become more complex.

A group of 100 current and former SpaceX employees is reportedly turning to Chicago-based RIA Choreo to manage billions in anticipated wealth around Friday's IPO, with advisory fees below 0.5%.

After reporting a 20% lift in private banking gross sales tied to AI tools, JPMorgan is preparing more autonomous AI agents that could significantly increase client coverage across wealth management.

Foundations Investment Advisors and its former CEO Bryon Rice have agreed to pay about $2.1 million in fines after the SEC found they failed to disclose Rice's trading activity and ownership interests tied to investment funds.