With market volatility ramping up, Robinhood is suddenly having trouble with its trading platform.

The tool is meant to automate compliance procedures both before and following an SEC examination.

Data aggregation is capturing the attention of venture capitalists, who are making multimillion-dollar investments in the technology.

Bell Wealth Management, led by President Colin Bell, works with approximately 125 high-net-worth clients, many who work in the medical field.

The combined super OSJ will have more than 100 advisors and $4 billion in assets under advisement.

Financial advice columnist says it’s not always about the advice; it’s about who is giving it.

Justin Ryan and Tom Epperson are the first advisors to join Rockefeller’s new office in Atlanta.

The New York-based holding company has acquired independent broker/dealer World Equity Group.

With expectations for an IPO already established, Robinhood adds a CFO from Amazon and head of operations from CapitalG.

The wealth management industry is largely failing to deliver financial plans for numerous reasons, according to the head of planning at Citizens Bank Wealth Management.