Sales broke a record last year despite rules that observers believed would slow them down.
Transaction leaves two big players in the market for financial planning software, Envestnet MoneyGuide and Fidelity's eMoney.
Gregory Stevens and Vince Spires join employee unit in Ocala, Fla.
SkyView Partners says 16 banks currently have access to online marketplace.
Texas financial adviser claims'false allegations' by New York Times, CNN, Turner Broadcasting and Democratic National Committee 'upended' his life and business
Firm also censured for ignoring 'red flags' of pump-and-dump scheme.
He received $2.4 million in salary and $14 million of restricted stock linked to performance goals.
Insurers may turn to direct-to-consumer sales only, bypassing brokers and insurance agents.
At subcommittee hearing Thursday, congress members express concerns about investor protection under agency's advice reform proposal.
Firm's advisers will soon have access to lending products such as mortgages.
Deal will allow Envestnet to deepen integrations between MoneyGuide and its other wealth management solutions.
Advisers need to help their clients avoid common tax mistakes that can complicate things later in life.
Wealth managers may scoff at 401(k) clients, but they become susceptible to losing current clients as a result.
Michael S. Lee will run the New York territory for First Republic's wealth management business.
Replacing actors such as Tom Selleck in TV ads, academics with interests in the industy are putting a positive spin on reverse mortgages.
The deal produces a combination that can rival Blackstone Group.
Brown is one of a handful of universities to settle claims over alleged retirement plan mismanagement.
Parents' conduct is described as 'disgusting' but not surprising given the current state of higher education.
Wirehouse says it would not be able to work there under state's current proposal.
Board says the measures will be published for comment 'soon.'
