Industry

Fincadia Group was attracted to Arete Wealth's bespoke alternatives offerings for HNW clients, including a partnership with art investment platform Masterworks.

Financial advisers share the biggest mistakes and best money moves they made in past downturns.

The firm is giving the business-building tools away for free to all advisors, with an eye toward building client communities around the platform.

Captrust's Rush Benton sees no slowdown in deals on the horizon, despite the lull in the economy.

The 11% decline comes in the midst of what UBS Group CEO Ralph Hamers called “one of the most challenging periods for investors” in the last decade.

Advisors say single-stock ETFs are more appropriate for short-term institutional traders who understand the inherent risks, not for retail clients.

In separate lawsuits, J.P. Morgan Securities sought temporary restraining orders to stop several advisors who they claimed illegally solicited former clients after moving to new roles.

Carson taps former LPL market strategist to advance its investment platform and research capabilities.

The IBD hopes to forge deeper relationships with its advisors via events, networking experiences and technology.