USAA Investment Management Co. of San Antonio, Texas has opened a fund supermarket offering 5,000 funds from 160 fund families.
USAA Investment Management is a subsidiary of USAA, founded in 1922 to provide insurance, banking and financial services to U.S. military personnel and their families. USAA now has 4.3 million customers and $60 billion in assets under management.
AdvicePay has appointed Kelsey Lewis as president, overseeing the growth strategy for one of the top payment processing platforms for advisors.
The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.
Sixteen advisors argue the megabank owes them more than $270 million over false promises they were made when being recruited.
Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers.
Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.
An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.
