President-elect Donald Trump has said he would fire SEC Chair Gary Gensler on the first day of his new administration.

Money's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Wealth Enhancement Group, an acquisitive Minneapolis-based registered investment advisor, has acquired M&R Capital Management ...

Callan Family Office, a $6.5 billion registered investment advisor founded in 2022 by former Abbot Downing executives, has ...

Christopher Ayer, a former senior vice president at Pallas Capital Advisors, will bring his expertise working with ...

Long-term, some see banks and financial sectors benefitting from a light regulatory environment, but advisors suggest waiting until more clarity emerges about administration priorities and Cabinet ...

Altruist Chief Operating Officer Mazi Bahadori agreed that a Trump administration would effectively end the fiduciary rule by refusing to appeal if the court challenge is successful.

Uptick’s founders are so confident in their non-protocol transition process that they will forgo their profit margin until an ...

In today’s highly competitive job market, particularly in industries facing talent shortages, a strong mentorship program is ...

Data and AI Integration: Effective methods to leverage data quality and AI tools without overcomplicating operations. CIMA®, ...

The digital wealth management firm said in a Monday filing that the Wealthfront Risk Parity Fund will be liquidated and dissolved on or about January 3. The product, which has almost $1.3 billion in ...

The longest-maturity US government bond yield climbed as much as 24 basis points to 4.68%, the highest level since May, and ...