A relatively smoother ride in the financial markets this year should allow advisors and their clients to breathe a sigh of relief.
Dynasty currently has 35 job openings, and CEO Shirl Penney said TruClarity's people, including CEO Pamela Stross, were a big part of its appeal.
The purchase of Berwyn, Pennsylvania-based Zeke will push Sequoia's assets under management to more than $15 billion.
The mega fund complex known for passive strategies is removing two active mutual funds from its lineup.
BlackRock, Schwab, Vanguard and State Street could be inviting a political backlash with proxy voting campaigns aimed at avoiding a political backlash.
The 35-year-old co-founder of AdvicePay and XY Planning said he got the AdvicePay board's blessing late last year to make the transition.
Daniel Gamba starts work as president of the $1.2 trillion asset manager on April 3.
DoubleLine's Jeff Sherman and BlackRock's Steve Laipply see many opportunities in the fixed-income market.
Active managers American Funds and T. Rowe Price are finding success as newcomers to the exchange-traded fund space.
The product can benefit any investor with a taxable account, not just the wealthiest clients, says a panelist at the ETF Exchange conference.
