News Feed

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

The executive will serve wealthy families in the eastern Florida region, including Jupiter, Palm Beach and Miami, as the bank looks to expand GenSpring, its ultrahigh-net-worth business.

These advisory hubs appeal to those to want both independence and a corporate structure.

Portfolio manager participation in the sales and marketing effort is a good thing, but at many firms marketing is not really the portfolio manager's job.

The wirehouse is taking a personalized approach, says Mary Mack, head of Wells Fargo Advisors: "We are learning more about them and they are learning more about us."

Professional equity managers -- of mutual funds, pension funds or hedge funds -- use a number of methods to try to beat their benchmark index.

Acquisition of Hokanson Associates is just the start, Aspiriant CEO Rob Francais says: “We are open for business.”

The decision to create rather than buy an existing digital platform spurred an emotional response from competitors, Schwab Chief Walt Bettinger tells attendees at its annual Impact conference.

TD Ameritrade named Toronto-Dominion Bank’s Tim Hockey as its next chief executive officer, prompting an executive shuffle at Canada’s largest lender by assets..

Through strategic partnerships, Fintech firms are establishing a bigger toehold in the world of traditional wealth management firms.