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The retirement-focused wealthtech formerly known as FeeX has more than quadrupled its revenue since its last fundraise announced in February 2022.

A new study from Envestnet and The Center for Generational Kinetics looks at the divergent mindsets, concerns and preferences of high earners across generations.

The restructuring is further evidence of the megabank's commitment to adding to its stable of branch-based advisors.

Andrew Altfest is founder and CEO of FP Alpha, an AI-driven advanced planning solution that covers more than 16 areas of financial planning.

He is also the president and principal advisor at Altfest Personal Wealth Management, a $1.6 billion RIA based in New York.

Sarah Adams is chief sustainability officer and co-founder of Vert Asset Management, where she leads the firm's engagement program.

She is an instructor of the Chartered SRI Counselor (CSRIC) designation program and a fellow at the Center for Innovative Leadership at the Johns Hopkins Carey Business School. 

The latest M&A tips and news closing out 2023 includes updates on Osaic, Focus, Cetera and Creative Planning and key advice when seeking financing for deals.

The doubts raised over the broker-dealer self-regulator's authority come amid a general questioning of the federal government's oversight powers.

More working Americans have a health savings account, but many are not using them to their fullest potential.

Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.

Roger Arnemann serves as the General Manager and Senior Vice President of Analytics at Guidewire Software, where he brings over 20 years of expertise in technology solutions to the table. His experience spans across catastrophe modeling, insurance analytics, cyber risk, and FinTech, making him a valuable asset to the company. Arnemann holds  Bachelor of Arts (B.A.), Bachelor of Science (B.S.), and Master of Science (M.S.) degrees from Stanford University.