A Montana Supreme Court case clarifies that an uncashed cashier's check found at home was not a gift but an estate asset ...

The fintech shortened its name and unveiled a new visual identity to reflect its evolution into a broader financial advice ...

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

Bank of America’s Merrill Lynch announced the addition of an advisor team from Morgan Stanley and solo advisors from Truist ...

Caroline Crenshaw, who left the SEC earlier this year, is joining Venable to advise clients on regulatory and securities ...

Also, Glenmede hired four new executives, $2B RIA Novare hired a legacy planner from Vanguard, and Citi Private Bank snagged ...

Public REITs delivered 12.4% FFO growth in Q2 while maintaining solid balance sheets and outperforming broader equity markets ...

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

Vanguard's $4.3 billion Altruist acquisition raises questions about whether it will partner with or compete against advisors ...

Wealthspire's Mike LaMena discusses cross-solving, M&A strategy and expanding services across private wealth and family ...

Washington's proposed rule would require state-registered investment advisors to carry errors and omissions insurance ...

The advisors join UBS from Merrill Lynch and Morgan Stanley as the Swiss bank seeks to bolster its wealth management ...