Temple, Texas-based Cedarwood Financial Partners specializes in retirement planning services.
With an assist from the Lucy Shair Foundation, Valerie Rivera aims to serve clients who are the first in their families to rise to the professional class.
The sixth annual recognition program aims to tell the stories of individuals and firms that implement and advocate for diversity and inclusion within the financial advisory industry.
The bank says costs will be a top priority this year; it also says it's still committed to its digital assets strategy despite the turmoil in crypto markets.
Rep. Ann Wagner, R-Mo., will lead the House Financial Service Subcommittee on Capital Markets, which oversees the SEC and works on policies related to investor protection and capital formation.
Plus Brad Weber gets Savvy, iCapital adds 100 to its tech team, and Richr launches an advisory service.
Advisors at Wells Fargo have been under a cloud since 2016, when the bank's fake-account scandal erupted.
The asset manager will make a minority investment in Human Interest, as well as leading a financing round to support the next phase of the company’s growth.
A new report on 2022 dealmaking shows a growing number of acquisitions of firms with less than $500 million under management.
The wealth management franchise at Bank of America continued to perform well in 2022 despite the stock market sell-off.
Sugarman and his partner, Jason Galanis, used the proceeds from the sale of tribal bonds to acquire foreign insurance companies.
Coming off a horrific year for bonds, the table has been set for both simple and creative fixed-income opportunities.
In an episode of the lifestyle podcast, the head of Goldman Sachs Personal Financial Management listed some tenets of financial advice he's used in his career and talked about ways his life has informed his work with money.
But the two groups are almost evenly split on the outlook for inflation in the coming year, according to a study by Ubiquity.
Vancouver, Washington-based advisors Eric Fenton and Rodney Wangler founded their firm in 2001.
The industry absolutely loves these terms, but jargon obfuscates, intentionally or not, what the product actually does.
TrustCore marks Captrust's second acquisition in Nashville and the firm's 63rd deal since 2006.
Joseph Michael, who had worked at a JPMorgan bank branch in Michigan, has already persuaded about 32 clients to begin transferring their accounts, according to a complaint filed in court.
Market moves don’t have to create churn for clients’ emotions—or their portfolios. Keep these three points in mind as a framework for client discussions.
While a new DOL rule OKs considering ESG factors in selecting investments for 401(k)s, it may take more than that to get large employers to change their offerings.
