Atlanta-based Stewardship Financial Advisors will be rebranded as Captrust; deal also gives Captrust access to Stewardship's estate planning law firm, which remains a separate entity.
Here are strategies that can be helpful for clients who have regrets over the timing of their Social Security claiming decision, whether they claimed early rather than holding out for a bigger check or waited longer than necessary.
The service gives 401(k) participants access to 50 different cryptocurrencies that they can buy, trade or sell, according to the 401(k) provider ForUsAll.
Firms can choose to outsource their managed accounts technology as well as their investment advisory solutions, or a combination of both, according to the firm.
The internet outages occurred after servers from content-delivery network Fastly Inc. went down, affecting Amazon, Twitter, PayPal, Spotify, Twitch and CNN, among others.
The broker David A. Rockwell defrauded a bank when he applied for lines of credit in the names of two clients
Bipartisan emergency savings legislation would allow employees to withdraw up to $1,000 per year from their workplace retirement account without penalty.
RIA Summit attendees had more questions about going RIA than panelists had time to answer. Find more answers here.
When RIAs add professional managers beyond the founding group of advisers to add professional managers, they can finally achieve the levels of growth and profitability the advisers envisioned upon launching their firm.
Personal Capital is the latest wealthtech to leverage star power to promote brand awareness via financial wellness marketing campaigns.
Among retirement plan participants, about 90% said they are interested in retirement-income products and that having guaranteed income would be a plus, according to a BlackRock survey.
The regulator's proposed rule would also allow brokers to leave the industry and maintain their registration longer if they complete continuing education, a move that could benefit women who step away to have families.
Aquiline is buying the unit, while Alight Solutions is buying Aon's Retiree Health Exchange business. The sales are aimed at winning government approval for Aon's merger with Willis Towers Watson.
His role will involve positioning Prudential’s investment arm for the retirement income challenge.
Asian American leader shares her insight, such as recognizing that you bring something special and unique.
The Treasury Secretary said President Joe Biden should push forward with his $4 trillion spending plans even if they trigger inflation that persists into next year and higher interest rates.
Ending mandatory arbitration has become a top priority for consumer advocacy groups, like the Public Investors Advocate Bar Association and others, that claim investors should have the option of laying out their case before a judge or jury.
Public Company Accounting Oversight Board Chairman William Duhnke will be replaced on an acting basis by board member Duane DesParte, but the SEC says it is looking for candidates to fill all five PCAOB board positions.
John Hancock and Lowe's are paying millions to settle class-action claims, while a new lawsuit was filed against Northern Trust that rehashes old claims.
The organization will reopen hearings on Aug. 2 in seven jurisdictions that had remained closed. Finra postponed in-person arbitration hearings when the pandemic began in March 2020.
