The shift to a new interest rate environment added more fuel to the fire, pushing REIT total returns up 16.8% in the third ...

The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of ...

In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C ...

Celebrating excellence in financial advisory, the 10th annual Wealth Management Industry Awards honored 84 companies and a ...

Kamala Harris' presidential campaign received more money from financial advisors than Donald Trump's, even though the Republican candidate received a greater number of individual donations.

The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. 1, 2026. If Congress doesn’t act, that tax exemption will be cut in half to about $6 million.

Listen as Teresa Hassara, Senior Vice President at Principal as she outlines the firm’s priorities for the future, including a strong focus on service excellence, discovering innovative solutions, and ...

The abrupt firing this week of Dan Arnold, who took over as LPL's CEO in 2017 and once told the firm’s advisors that his ...

AI isn’t some distant, sci-fi robot uprising. While generative AI has captured our attention over the past year, machine ...

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

LPL Financial has recruited The Noble Group, an advisor team with about $2.1 billion in client assets, from Raymond James.

Banks and private credit lenders have been in tense competition to provide financing for what’s been a thin pipeline of ...