Genivity's core product creates a customized longevity model based on a client's health risks, lifestyle choices and demographics.
A majority of the bank's investors voted in favor of a shareholder proposal requesting an annual public report on efforts to prevent harassment and discrimination against employees.
A new name is forthcoming, and the firm's eight independent broker-dealers will be merged under that new name in 18 months.
BlackRock, T. Rowe Price, Fidelity and Clark Capital will get shelf space alongside Morningstar's own models.
The American Institute of CPAs is also backing the measure because it would cover expenses related to the CPA exam.
Higher stock and option awards notched chief executives' pay even higher last year, according to a report from ISS Corporate Solutions.
Brian Addington will join the firm’s San Francisco office, while Theresa Allen is joining its Newport Beach, California, office.
The bank's total wealth management assets rose to $289.5 billion in the first quarter, a 6.7% increase from the previous quarter.
The private equity-backed aggregator launched by veterans of Goldman Sachs and United Capital has acquired Barber Financial Group, with $1.5 billion in assets.
Here’s a look at the four primary ways in which model portfolios can benefit an advisory firm’s growth goals.
While the firm added $28 billion in new funds from clients during the quarter, revenue at the wealth business fell short of estimates.
James Forsyth and Steven Miller, who operate as the Valencia Group, will be Steward Partners' first team in the Los Angeles metropolitan area.
The rise of AI doesn't have to mean you're about to be obsolete. Instead, this latest tech could become your most productive business builder.
Together, the companies serve more than 300 banks across the United States with a combined $3 trillion in assets under management.
Some of Hill's responsibilities will be handed off to Jeff Busconi, who holds the newly created position of head of wealth management strategy, products and services.
Minnetonka-based QA Wealth Management specializes in working with Big 4 tax, audit and consulting professionals,
Rising concerns over pending regulatory changes and customers moving cash to higher yielding accounts have erased more than $60 billion in market value from the firm's January highs.
The plan feature is provided by Global Trust Co. and Annexus Retirement Solutions.
Many fraudsters are playing off of investors’ fears of economic uncertainty to perpetrate their scams.
Ray Jay and its brokers claimed the German lender failed to pay revenue share and residual trailer fees on commercial loans.
