Apart from the new integration partnership, the two wealth tech firms have bolstered their cybersecurity cred by acquiring a key certification.
Clients who trust their advisors to always put their interests first are more likely to be loyal, according to research.
With Federal Reserve data showing the top half of households own almost all US assets, federal tax policy could spur even worse economic inequality.
The online training program for aspiring financial planners, which has already helped 4,500 alumni, is entering its sixth year.
The firm's new chief legal officer brings nearly three decades of experience, including tenures at Credit Suisse and UBS.
$70 billion Mercer is expanding with new partners in Tennessee and Kentucky, while Sequoia lands its ninth acquisition since 2023.
Amid the continuing fog of financial uncertainty from DOGE layoffs and buyouts, CFP professionals and RIAs are raising their hands.
RayJay is adding a $465 million team to its employee advisor arm in West Virginia as Equitable recruits an experience advisor in New York.
Study of mass affluent and high-net-worth individuals reveals concerns around retirement income, Social Security, and safeguarding wealth.
Republican leaders are looking to include $2 trillion in spending cuts over a decade in an eventual bill as counterparts in the House press for an immediate reckoning.
