Advisor Group last week lost a star financial adviser, Kevin Myeroff. That's always a delicate time for a broker-dealer network.
As part of the effort, the bank tapped Puneet Singhvi to be its new head of digital assets inside the institutional clients group.
This month’s #AdviserTech roundup includes Schwab’s announcement of a direct indexing initiative, Fidelity’s launch of real-time fractional share trading, and Addepar’s acquisition of AdvisorPeak.
Women going through a difficult life transition, such as a divorce, often want to turn to other women for financial advice, said Stacy Francis, chief executive of Francis Financial.
Kestra Financial added advisers with $2.3 billion in assets under management during the third quarter, while Cetera Financial Group recruited advisers with $2.4 billion in assets.
The agency seized $3.5 billion worth of cryptocurrencies in fiscal 2021, accounting for 93% of all assets seized, and an IRS official says he expects that trend to continue next year.
When advisers are looking for growth, they should embrace those 'touchy-feely' conversations some may not value, say panelists at the Women Adviser Summit.
The firm is announcing an initiative, the Equity Collective, in which wealth and asset management firms commit to working with career-focused community organizations to reach young people from more diverse backgrounds.
FARE, a partnership between financial services firms and associations and historically Black colleges and universities, plans to fund a scholarship next year to help people of color earn the CFP designation.
As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.
To stand out in the sea of sameness, you need to be willing to be different.
Financial advisers are uniquely qualified to become a part of the solution to this crisis by helping to bridge the financial literacy gap.
The company, which is projected to have more than $400 million in revenue next year, could command a valuation of $8 billion to $10 billion, based on comparable multiples of other companies.
A transaction could value the robo-adviser, which has drawn interest from banks and special purpose acquisition companies, at as much as $1.5 billion.
The regulator is considering how to utilize in-person and remote participation to capture 'the best of both worlds,' CEO Robert W. Cook said.
Financial advisers typically don't receive end-of-the-year bonuses. But that doesn't mean others in the broader financial services industry won't see a bumper year.
A new cohort of social media influencers is taking its knowledge and expertise into the financial realm, breathing new life into stodgy prospecting campaigns that have largely relied on blog posts and dinner seminars.
The VanEck Bitcoin Strategy ETF began trading after a multiweek wait, and days after the SEC rejected the firm's proposal for an ETF that would hold Bitcoin directly.
The woman-led management team retains a majority stake in the firm, while investor Abry Partners is exiting.
The firm is also taking an equity stake in BondNav's operator, InspereX.
