Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.

The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets.

Floyd’s slaying led to industry leaders promising to prioritize matters of diversity, equity and inclusion. Here’s how far some of those promises have gone.

Here's what happened over the last week in wealth management.

Some say Vanguard may grab the top spot from BlackRock within two years, but there are signs that the transition might not be so close, if it happens at all.

The veteran advisor who was inspired by her mother takes another step for women in the industry.

Bank of America fired James Iannazzo after a video of him shouting expletives and insults at a Connecticut Robeks circulated on social media in January.

Two studies point to significant barriers, including jargon and financial advisors who don’t take them seriously.

The demand for answers comes six months after a new Texas law bans state agencies from investing in finance firms that have “boycotted energy companies.”

Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.

Two major hybrid RIAs using LPL as their brokerage are joining forces after the acquiring firm received an investment from Merchant.

It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.

The bank’s Moscow office has approximately 125 employees working across wealth management and the investment bank.

The brokerage sustained a net loss of hundreds of brokers last year after a pause in hiring during the coronavirus, according to its annual report.

Here's the news you might have missed over the last week in wealth management.

Greg Girasole and Alex Kriete, who the bank brought in last year to oversee a new digital-assets group within its wealth management division, are striking out on their own.

After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.

The Future Proof Festival has announced eight new featured speakers who buck the status quo.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

Joseph Orazio DeGregorio convinced his victims to invest in promissory notes and companies that never even existed.