Industry

Petso Financial Consultants represents Modern Wealth’s first office West of Kansas City, bringing its total AUM to over $6 billion.

The deal expands Apollon's presence in Washington, D.C., while giving CIC a more attractive platform for potential recruits.

The founding members include Mariner Wealth Advisors, Halbert Hargrove and Modera Wealth Management. Co-Chairs Gerry Goldberg and Grant Rawdin hope the initiative will help firms adopt best practices for servicing communities.

Digital assets and social media fraud were frequently cited in the states’ investigations and enforcement actions in 2023, according to a new NASAA report.

One of the lead advisors makes the move after a 25-year career at Merrill.

Morningstar took a look at recent thematic fund performance in the U.S. and globally.

Following CEO Dan Arnold's sudden firing earlier this month, LPL's board has chosen Steinmeier as his permanent replacement, while CFO Matt Audette adds president to his title.

With NEPC, Hightower and its affiliates will represent over $1.8 trillion in assets under advisement and $258 billion in assets under management.

The two partners who revived the brand have dropped competing lawsuits against each other, splitting the company and taking their businesses "in different directions."