NightShares shutters two ETFs that only invest when the market is closed.
In the latest RIA Benchmarking Study, growth supplanted the pursuit of talent as the top priority for most advisory firms.
Should the SEC turn to a third-party organization to help it increase the number of exams?
Large firms like Schwab typically occupy huge offices in prime, and expensive, downtown locations in large cities across the country.
The San Diego institutional retirement plan consulting group RBG also has a growing wealth management business.
A partnership with the Chartered Alternative Investment Analyst Association will help FPA members educate themselves and their clients about alternatives.
The New Jersey-based mega RIA is adding $17 billion by buying Veritable from Affiliated Managers Group.
The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.
Top exec says firm changed direction as platform posed too much competition for its legacy insurance side.
With inflation at its lowest level since March 2021, advisors are hoping the Fed can stop raising interest rates.
This marks the third Texas acquisition this year for Captrust, which now has 69 deals on the books.
With women controlling an increasing share of wealth, the addition of another female partner-advisor is important for Allworth
Acquirers say the highest-quality firms still command high valuations, while the rest are seeing new deal structures.
Emily Stead wants to be the advisor people think of when a younger person is facing a financial challenge.
The deal adds Delaware-headquartered RIA Mallard Financial Partners, with $180 million in AUM, to Mercer’s growing footprint.
The Association of African American Financial Advisors is a 'sleeping giant trying to awaken,' says chair Christian Nwasike.
As the recession outlook moves further down the road, advisors see the Fed keeping rates higher for longer, boosting the appeal of fixed income.
AJ Wealth was founded by two former Goldman Sachs wealth managers and serves family offices of ultra-high-net-worth clients.
Former Finra board member Stephen Kohn set up the group to help advisors who are looking for a new job, seeking to address a customer complaint on their record, or need help with a range of other issues.
Consensus estimates are that the US economy will dip into recession later this year or early next year.
