The Latest

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

For regulatory purposes, anyone can call themselves an advisor or planner. Professionals in the industry want to change that to enhance the client experience.

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

The tech companies have executives who were early backers of the Long-Term Stock Exchange.

‘Millions unaccounted for’ in an alleged 10-year fraud as court freezes assets of dually registered planner and his fund.

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

Advisors are under immense pressure to streamline their businesses, evolve and modernize their client services — identifying the right operations services provider has never been more important.

Digital currencies are gaining interest, but there are still many reasons to be cautious.

The IRS has blessed at least one approach to getting around the TCJA limitation — the entity-level tax.

Concurrent is having its best recruiting year ever, and the firm’s new managing director of business development aims to boost its expansion even more.