In|Vest West 2018 Direct

Leverage Shares on Friday launched two funds offering juiced up returns on either Nvidia or Tesla.

The rival firms will pay for a forensic consultant to preserve evidence of transferred confidential data while they await FINRA arbitration.

Terri Kallsen is a managing partner at Rise Growth Partners, a financial partner for middle-market RIAs, and was elected the 2025 CFP Board chair-elect.

Formerly, she was the COO of Wealth Enhancement Group leading advisor teams, platform/digital strategy and high net worth and trust services. Prior to WEG, she was executive vice president of Investor Services at Charles Schwab, leading 7,000 employees and $1.6 trillion in AUM. Her tenure at Charles Schwab was highlighted by multiple J.D. Power awards for client satisfaction.

The deadline is fast approaching for brokerages to register home offices for employees performing supervisory functions.

Here's a look at the lighter side of financial advising, from bizarre complaints to parking lot fraudsters.

Cerulli Associates reports that retail direct investor platforms grew faster than all other distribution channels from 2022 to 2023, while wirehouses have lost ground.

Amplified Planning is expanding beyond the Externship into a new four-month course and a monthly subscription service for outsourced professional development.

Homrich Berg also acquires a $6.4 billion RIA and Hightower takes a stake in an $800 million advisory practice.

American households' net worth jumped by 2.9% in the third quarter of 2024, reaching $168.8 trillion — a new record.

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.