The suit involved 13 advisors, all of whom joined Empower via its acquisition of Personal Capital, who departed to establish a rival advisory firm.
Dani Fava is joining the firm as its chief strategy officer.
A total five new leaders have been appointed at the $24.6B firm this month.
The asset manager has acquired a stake in OpenAI.
Asset manager is reportedly in talks with Castlelake.
Inaugural study finds more than two-thirds expect at least mild growth in the stock market, while nine-tenths brace for continued volatility.
'The problem is, when an NAV gets shaved, advisors and investors get pissed off,' one executive says.
The wealth platform dramatically expands its capabilities with deal for a Houston-based firm catering to HNW and UHNW clients.
‘Wealth-building is the final frontier of feminism,’ says Hilary Hendershott of Hendershott Wealth Management
The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.
The Delaware-based fee-only practice, led by a veteran with 25 years of experience, is joining the RIA’s partner platform.
Experienced leader will lead the $65 billion wealth management unit.
FT reports that the firm's global treasurer is to join Millennium.
Wall Street analysts see opportunity as Chinese economy shows potential.
New survey reveals three-quarters feeling the pinch from higher prices, with economic uncertainty impacting tax refunds and spending plans.
Billed as an industry first, the investing giant’s new thematic lineup targets three sectors and trends that are on next-gen investors’ radar.
The Massachusetts-based RIA is expanding its wealth management offerings with a key deal in New Hampshire.
'Real-world experience' shows impact of fiduciary standard on Main Street investors, advisor association warns.
Atria's financial advisors might be getting M&A 'whiplash,' one recruiter notes.
The fee-only RIA builds on its acquisition streak so far this year with its first foothold in Charlotte, North Carolina.
