The Latest

Candice is a managing director in the Global Client Business within Goldman Sachs Asset Management, and serves as global head of the Strategic Advisory Solutions team. She focuses on global capital market research, macroeconomic strategy, portfolio construction and client engagement.

Keith Todd Ashley has been arrested, jailed and indicted multiple times in connection to murder, fraud and a fabricated suicide.

Dan Drees serves as the chief growth officer for AvidXchange. He is a fintech expert and industry veteran with more than 25 years of experience helping teams at Fortune 500 companies and financial institutions, such as GE, Bank of America, Ally and Capital One, generate next-level growth. Most recently, he led the fraud and risk solutions business at Fiserv, where he focused on enabling financial institutions and their clients to reduce the cost and complexity associated with fraud and compliance through process automation and the use of next-generation data analytics.

The regulator has charged about 100 other wealth managers with failing to explain 12b-1 fees tied to their mutual fund recommendations.

When companies allow employees to own stock in their retirement plans, real tax benefits can ensue. But there’s much to factor in.

In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.

Corey Schmidt, CPA, is manager of audit innovation at Accountability Plus LLC.

The organization overseeing the most prominent planning certification answers critics who say it’s falling short of its mission.

Former J.P. Morgan exec looks to behavioral finance for answers to investing questions.

As private equity muscles into wealth management's fastest growing niche, it's injecting Wall Street business practices into financial planning.