Industry

New Manhattan workspaces show how employers are embracing shared setups and the perks of home.

What’s the best way for environmentally and socially focused investors to effect positive change? The answer isn’t so simple.

With its new Investor Experience Platform, the startup, which also announced the raise of $2.2 million in capital, hopes to serve as a review hub for advisors.

After President Joe Biden urged Congress to pass the bill during his address, the IBD advocacy organization argued it could weaken the independent contractor status of many financial advisors.

The bank is working with InvestCloud to offer the products to nearly 150 wealth-management firms on that company’s platform. 

Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.

New Mexico follows Pennsylvania, Kentucky and Mississippi in finalizing rules on annuity sales based on the National Association of Insurance Commissioners’ 2020 model rule.