William Carleton kept profitable trades while assigning losing positions to clients, netting $6 million over seven years ...

Ridgeline, an AI-native investment management platform, raised $250 million in a Series E round led by Founder Dave Duffield ...

State Street is now marketing its custody offering to larger RIAs, with plans to go live with an anchor client in the next ...

Investment news for financial advisors on ETFs, alternative investing, fixed income for the week of September 15, 2026.

Michael Stark, a former pilot and financial advisor to Delta employees, has agreed to join $50B Steward Partners in Georgia.

Grayscale Investments has launched Grayscale Model Portfolios, a suite of models that provide suggested allocations across ...

Experts praise AI potential but question if Claude can meet advisors' specific workflow needs across different practice types ...

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

Claude for Financial Advisors connects to custodians, CRMs and planning tools to help with research, prep and documentation ...

Knicks star creates Thirty Third Management Group to handle his off-court business and represent clients across sports ...

NewEdge Wealth, the upper high-net-worth channel of NewEdge Capital Group, is expanding into Minnesota by adding a UBS team ...

The move by Raymond James follows a trend of wealth managers offering their advisors an in-house small-business retirement ...