Industry

Financial advisor Andre Jean-Pierre dropped his broker-dealer with big plans for his burgeoning group of followers on Twitter and Clubhouse.

State Street agreed to buy Brown Brothers Harriman’s investor-services business for $3.5 billion in cash, adding an operation that safeguards about $5.4 trillion of assets.

Here's what you missed this week in wealth management.

Brokerages that want to hire someone with a checkered past have to undergo a “consultation” with the watchdog and may have to try to renew their memberships.

She was previously president of Ally Invest and, before that, a managing director at TD Ameritrade.

SmartAsset looked at nearly 11,000 financial advisory firms that are registered with the SEC and headquartered in the U.S.

Onex Corporation’s private equity arm is investing in an RIA consolidator that’s been nearly as active in M&A as another firm in its portfolio.

Here's what you missed this week in wealth management.

Jude Erondu wants to help his oil-ravaged homeland, and other developing areas, through sustainable investing.

Meet the 10 early-career financial planners who won this inaugural award.