The round values Pave Finance at $100 million, which touts a lower-cost, personalized investment platform for financial ...

Retirement plan data issues slow convergence as firms chase IRA rollovers, managed accounts and financial planning ...

Dan Arnold will serve as executive chairman at wealth management platform Stirlingshire Investments, which plans to launch an ...

Judges recognized companies for their outstanding support of financial advisors' success in various categories from among ...

John Vazquez and Manuel Monasterio in Santa Fe, N.M., who manage $1.2 billion in client assets, move to Merrill from UBS.

In other deal news, OnePointBFG expands in Florida, two RFG Advisory firms merge, and Hightower pulls a $1.6 team into its ...

Fintech supports client assets totaling more than $500 billion and plans to expand its AI capabilities and commercial team ...

Investment news for financial advisors about using AI agents for investing, oil ETFs, risks in private credit and recovery in ...

Advisor Scott Kahan organized volunteer planning for victims' families, starting a movement that continues in the profession ...

Mid-tier universities are offering more merit scholarships to fill freshman classes, creating new opportunities for families ...

RIA CEOs said they are less concerned about Vanguard pairing with Altruist to create competition, as they are hopeful it will ...

Fred Barstein discusses August jobs numbers, healthcare costs, the increase in 401(k) millionaires, Vanguard and the DC ...