Asia Martin

Advisor Mac Gardner's fintech competition is open to financial planning and computer programming students to combine efforts and create a financial literacy app.

The Midland National Capital Income annuity is aimed at helping clients plan for unexpected health events that impact their ability to perform daily activities, such as bathing, dressing or eating.

Wirehouse advisors are changing their business practice to cater to their professional athlete clients.

The Department of Labor has proposed a new rule that would require more analysis and documentation around ESG investments in private retirement plans.

Octavia Wealth Advisors, a firm that managed $1.6 billion in AUM at AXA Advisors, has 35 employees and offices in Cincinnatti, Los Angeles, San Diego and Miami.

Former UBS advisor Matt Kilgroe, who advises sports and entertainment professionals, has left the brokerage to launch his own firm, Cyndeo Wealth Partners.

Despite the market losses reaching as high as -34%, advisors say returns will be in the single digits.

The SEC charged Nashville advisor Frederick Stow for defrauding two seniors, one a World War II veteran.