Selloff grips legal tech and software names with investors reassessing software, private credit, and AI‑exposed holdings across public and private markets.
The experienced executive from Silverchair and Deloitte is stepping into a role overseeing initiatives to enhance the value of the CFP mark.
Regulator says St. Louis-based hybrid firm failed for years to supervise, retain, and produce thousands of business-related off-channel communications.
The Osaic network firms announce key expansions in the West and Midwestern US, with CWA's $849 million acquisition giving it additional footholds in Utah and Arizona.
EP Wealth has also acquired a socially conscious financial services firm in New Mexico, while Carson Group fully acquires another longtime partner in Atlanta.
Emotional land mines, old family dynamics, and unclear roles can deter and derail aging‑parent planning even for wealthy households.
New Fed and bank data show top earners driving most spending and wealth gains while the bottom 80% see little real progress.
Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.
The wealth tech giant's latest C-suite appointee brings experience from Morningstar Wealth and State Street as he oversees sales execution, revenue generation, and advisor engagement across the enterprise.
The Joe Duran-backed New Jersey RIA’s latest partnership with a two-decade veteran broker in Minneapolis extends its growth strategy in the Midwest.
