Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.
Markets expect inflation to have eased but may be overpricing Fed cuts.
Prices should be moderate despite weakening demand.
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
'This appears to be more of a reflection on Stifel,' one industry recruiter says.
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
Poll of more than 1,200 workers highlights shifting savings habits, student debt woes, and overwhelming demand for advisors.
A combination of obsessive entrepreneurial spirit and a roller-coaster learning curve led William Huston to a unique niche within financial services.
Advisors should ask how and why clients want to address racial equity in their portfolios.
The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.
Washington team is the second practice to join the firm so far in 2024.
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
Markets are now conceding that a slower pace is likely.
It's the most critical view of the NABE in 13 years.
Returns to investors are at their worst level since the financial crisis.
Credit risk indicators have stopped flashing red for the first time since rate hikes began.
A poll of divorced Americans sheds light on the role of debt in separations and the financial fallout for divorcees.
International poll shows US investors are allocating more of their portfolios toward sustainability compared to their peers overseas.
The bank has recruited two JPMorgan execs to help build out its private banking and wealth management businesses.
Text messaging issues at broker-dealers and RIAs could have been avoided with some regulatory guidance, compliance expert says.
