Melissa Nims takes over for Jeremiah Barlow, who has been appointed chief commercial officer, a newly created position.

Baird adds HWB Partners, a sports-focused wealth advisory team, to its private wealth management business in Indianapolis ...

The Tony Hsieh estate litigation is one of the most consequential probate cases in recent memory—and one of the most ...

Former advisor allegedly defrauded clients of $1.7M by misdirecting investments and falsifying statements over a 17-year ...

APL at InvestCloud's Cheryl Nash details how AI, personalization, and private markets are transforming managed accounts and ...

AI tools are transforming wealthtech with deeper integrations and smarter workflows that expand advisor capacity and ...

Fresh off a Series A funding round, Gridline is doubling down on scaling operations and infrastructure with the appointment ...

Iconiq Capital bets big on AI startups, investing billions in Anthropic and others to reshape industries and drive global ...

Edelman Financial Engines commits $10M to Rowan University for a new financial planning school to address the advisor ...

Morgan Stanley CEO Ted Pick sees private credit as a growing asset class with long-term potential despite current market ...

Schwab CEO Rick Wurster also announced increased investment in the AI-tax platform Wealth.com as the firm sought to calm investor fears about an AI lag.

Soteris Private Wealth represents the second Merrill breakaway to join $58 billion Sanctuary in as many weeks.