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The raise is a continuation of the $225 million round in January led by Apollo Global Management, Motive Partners and Franklin Templeton.

Lindsey Swanson’s career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.

The firm has named 24-year veteran Ryan Hicke to succeed founder Alfred West.

Financial advisor Jay Womack won a rare rebuke with a punitive payout after a messy split with his former business partner.

Teachers and certain other public, healthcare or nonprofit workers are paying high costs for their retirement plans, according to industry critics.

About 38% of Black investors under 40 years old own digital tokens compared with 29% of their white counterparts, according to a new survey.

There are three basic steps that other financial firms have already adopted in larger numbers than wealth managers.

You don’t have to be a silver-tongued orator to create trust — you do have to listen.

The regulator plans to focus on Reg BI, ESG criteria, private funds, cybersecurity and crypto assets in 2022, according to its closely watched report.

Here's what happened over the last week in wealth management.