Ritholtz Wealth has expanded its ownership to 29 employees as co-founders Barry Ritholtz and Josh Brown execute a long-term ...

As part of founder Barry Ritholtz’ exit strategy, the firm is giving employees more opportunities to acquire ownership in the ...

The co-founder of Great Valley Advisor Group, in Berwyn, Pa., started his career in telecommunications, but he couldn’t ...

Apex Fintech Solutions has launched its Apex AI Suite, featuring one of the first agentic development kits in the clearing ...

The changes at Goldman Sachs highlight the increasing importance of wealth and asset management within the company.

Meanwhile, BNY has reorganized leadership of its wealth businesses, placing BNY Pershing and Archer Managed Account Solutions ...

A new report from Berkshire Global Advisors, released today (Jan. 28) shows that RIAs with more than $100 million AUM ...

Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.

Bush Wealth Management recently announced that Kent Patrick has been named managing partner. Previously serving as partner ...

On today’s “CT BUZZ,” Host Natasha Lubczenko welcomed back Michael Lehrhaupt, President of Strategies for Wealth Management, ...