Our profession is overwhelmingly white and male both by design and practice, which means that it needs to change.

In its second quarter M&A report, Fidelity recorded just three RIA deals in April, yet activity spiked in June, with 14 deals across $20.6 billion in assets.

The PPP was designed to keep employees of small businesses on payroll during the pandemic. Out of almost 4.9 million loans, the number of “jobs retained” is zero for 554,146 and blank for 324,122. Seven loans list negative job numbers.

The names and addresses of loan recipients under $150,000 were not disclosed, but it may point to the amount of assistance that went to help smaller firms with lower profits and fewer employees.

Recruiters say top Black candidates have learned to be skeptical.

For the first time since 2012, the Asia-Pacific region didn’t lead wealth growth last year -- it was North America.

Rather than a subscription-based service, the RIA's Outsourced CIO will provide customized investment services.

Synergies in technology and investment strategy are cited as reasons behind the move.

One lawyer representing affected investors in suits against the company excoriated the loan, calling the move 'one of the most flagrant abuses of taxpayer dollars of this century.'

Carson Group gives its in-house wealth advisors five years to obtain or maintain a CFP or an equivalent professional credential.