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

A recent rumor that Osaic was going to acquire Cetera shows just how competitive advisor recruiting has become.

Jeffrey Slothower used fake bond scheme to steal over $1M from California couple, spending money on Mercedes and luxury items ...

LPL currently has commitments in the low 80% range of Commonwealth assets, and those are larger, faster-growing teams.

AI automation tools save financial advisors over 200,000 hours of manual work as new fintech partnerships emerge across ...

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

A six-person team from Merrill Lynch in Maryland has joined Raymond James’ employee-advisor channel as the wealth manager ...

Self-employed workers can shelter $72,000 annually in solo 401(k) plans as JPMorgan and Betterment target growing freelancer ...

Cleveland RIA platform OneSeven adds three senior leaders as assets under management climb from $3.5B to over $8.6B in the ...

Former branch administrator claims Edward Jones supervisors discriminated against her due to age before firing her from ...

BlackRock and Partners Group debut three private market SMAs for wealth clients through Morgan Stanley platform ...

Private investment funds for individuals become fastest-growing capital source in $240B secondaries market, up 48% since 2024 ...