Key Group Management leaves NPH, Millennials feel inferior to wealthy celebrities on social media and rich parents continue to bail out their kids.

FundKeeper allows for the “ease and transparency of a brokerage account with the cost structure of direct business.”

Take this opportunity to make business model changes that will better position your practice.

Santander bank creates a wealth division, peace of mind No. 1 among investors and some advisors providing money therapy to wealthy families.

Analysts were largely positive on the prospects of folding FolioDynamix clients and capabilities into Envestnet.

The plan sets out three tax brackets for individuals -- 12 percent, 25 percent and 35 percent, down from the existing seven rates. But that’s not firmly set, as congressional tax-writing committees will be given flexibility to add a fourth rate...

It’s the latest firm to get out of the b/d business and join a larger entity as an independent branch.

“How can you expect companies to do the right thing when your agency has not?” U.S. Sen. Sherrod Brown asked.

Morgan Stanley fined for failing to supervise sales of UITs, Penn University wins dismissal of retirement plan lawsuit and Focus financial helps member firms merge.

Millennials view investing in companies as charity, Morgan Stanley offers advisors sustainable investing training and Washington Trust adopts SEI's Wealth Platform.