The firms expect their newest C-level hires, one coming from Morningstar and the other with experience from Morgan Stanley and Stifel, to help drive their respective growth efforts.
The Chicago-headquartered firm headed by Bob Oros lands its first deal of 2025, strengthening its presence on the East and West Coasts.
Edward Jones research reveals most not aware of uses for college savings, qualified school expenses, and skills development outside the formal education system.
Wells Fargo's latest arrivals, including a seasoned veteran from UBS and Morgan Stanley, strengthen its presence in Ohio and New Jersey.
The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its operations.
Meanwhile, cash management platform Max inks another hybrid RIA partnership, and Surge Ventures unveils an integrated AI platform addressing three financial industry pain points.
Amid a record pace of downsizing in 2025 so far, SVP and financial planning expert sheds light on key considerations for clients after a sudden layoff.
Digital study platform aims to improve CFP exam readiness with personalized tools and real-time feedback.
Brokerage customers frustrated as login problems coincide with bullish surges in the S&P 500 and the Nasdaq.
Ashley Velategui has been with the firm for nearly two decades, including more than a dozen years at the ultra-high-net-worth planning group.
