A former financial advisor in the Seattle area was sentenced to 32 months in prison Friday for a wire fraud scheme that stole $531,411 from a client’s trust account over roughly six years. Michael P.

SEATTLE--(BUSINESS WIRE)--UBS Wealth Management USA today announced that Amani Y. Harris has joined the firm as a First Vice President and Portfolio Manager in the Seattle office. Amani joins the firm ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

Once the connection is established, Sophtron requests explicit user permission to return account or transaction data to the ...

Badgley Phelps Wealth Managers, a network firm of Focus Financial Partners, has agreed to acquire Seattle-based investment advisor Marshall & Sullivan. The deal is expected to close this quarter and ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...