There’s a large diversity gap in asset management, The Oakley Group joins Raymond James’ Pinnacle Asset Management and David Kutcher is suing a client for defamation.
Fintech investments reached $5 billion in the second quarter, Trump's stock market bump ranks third and InvestCloud partners with Willis Towers Watson on a digital interface.
Richard Fuld rebrands firm to Matrix Private Capital Group, Morgan Stanley sued over alleged anti-semitism and Texas passes a law protecting seniors from financial fraud.
Investors should avoid knee-jerk changes to their portfolios post-election, predictions for the CRE market, and Securities America teams with Jefferson National for DOL compliance.
People magazine recently published photos of the “Bee Girl’s” wedding, the cost of being a family caregiver and firms with better health programs have healthier stock prices.
Sallie Krawcheck’s dos and don’ts for young women, Woodbury Financial adds Tenacity Advisory Group and a Utah financial advisor pleads guilty to fraud.
Antrel Rolle's tax attorney filed fraudulent tax returns on his behalf and kept the money, Americans biggest financial fear revealed, and Franklin Templeton names a National Retirement Plan strategist.
Wealth management needs will soar, says report, but many current wealth managers won't, commodities were the one bright investment spot last week, and Kestra Private Wealth brings on a $150 million team.
