Authorities arrested a Florida man for allegedly swindling over $600,000 from 11 investors, according to New York Attorney General Letitia James. James claimed Marc Henry Menard’s three-year ...

Carson Group, the $45 billion registered investment advisor based in Omaha, Neb., is leaning into its “practitioner-led” advice model with a new division focused on providing holistic services to its ...

Motley Fool Wealth Management, an affiliate of Alexandria, Va.-based Motley Fool, has hired Sabrina Rosh from Ellevest as director of financial planning. In the newly created position, Rosh will ...

Harnessing Data Analytics & AI for Personalized Client Insights Discover how cutting-edge AI and data analytics are transforming advisor-client relationships.

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

The Mather Group acquires Pillar Wealth Management, Great Diamond Partners adds $125M advisor, Aspiriant names six new partners, and more industry moves.

By assuming existing loans, investors can mitigate the risk from rising interest rates and ultimately underwrite a greater leveraged return, market participants say.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.

Major asset managers made big moves in the direct indexing space in 2020. Will advisors follow along?

The Securities and Exchange Commission has approved Bitcoin ETFs for the first time in a significant shift for the industry’s relationship to cryptocurrency. The commission approved 11 proposals ...

In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

Recordkeeping-as-a-service firm Vestwell announced it was selected by JPMorgan Chase & Co. to power the Everyday 401(k) small business workplace savings platform. In addition, Vestwell announced ...