Portfolio

Like many trusts, the fund was designed to expire in 25 years, however tying it to the lives of a group of children born in the early 90s extended its own life.

Just 62% of women are protected compared to 76% of their male counterparts, research shows.

The turnkey asset management platform is targeting enterprise firms willing to pay more than $100,000 per year, CEO Jud Bergman said during an earnings call.

The RIA holding company reports a 30% rise in revenues and 30 M&A deals.

The firm's most recent lawsuit over alleged non-solicitation violations centered on an advisor's thank-you cards to clients.

A barred and terminated former Securities America advisor’s conduct was “appalling, reprehensible and evil,” according to a federal judge.

If reached, the deal would precede a potential IPO of the $52 billion firm, which oversees asset allocations of domestic and offshore pension funds.

After the divorce, I was broke and in debt. Then my husband sued me.

FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.

Although many underperformed the broader market, just over half posted double-digit gains.