WealthManagement.com Staff

Deal value for asset manager firms soared last year, Charles Schwab names a new CFO, and a research brief shows how aging affects money management competency.

Janus files with the SEC to introduce fiduciary rule compliance classes, Oranj upgrades its digital advice platform and a former MetLife financial planner is sentenced for robbing banks.

Morningstar awards the best performing fund managers of 2016, Harvard plans to cut half of its endowment's workforce and Gary Cohn cashes out from Goldman,

Advisors are telling clients to stay the course after Trump's win, RBC Wealth Management partners with MoneyGuidePro and Apex Clearing adds Smartleaf rebalancing technology.

Hedge Funds reported a record $3 trillion in assets in 2016, Docupace boosts its cybersecurity measures and Snowden Lane adds a San Diego team.

The markets are kinder to new Democratic presidents than Republican presidents, Kestra Financial recruits two wirehouse teams and Envestnet Tamarac boosts its Veo integration.

Former financial advisor steals $5 million from Alanis Morissette, millennials parents get financial help from their parents and the grades are in on client websites and apps.

Insurance policies the ultra rich should look into, Advisor Group names a new head of acquisitions and Janney partners with Advicent for DOL compliance.