Catherine Keating, who joins BNY Mellon on July 9, had been CEO of Commonfund, an asset manager that oversees $25 billion for endowments, foundations and public pensions.
Former FBI Director James Comey shared with advisors at the Pershing INSITE conference some details he left out of his best-selling book.
Orion provides support for breakaway advisors, Tom Burmeister named Advicent’s new director of planning, and the pros and cons of investing in fine wine.
It’s tempting to see Manny Roman and Dan Ivascyn as a clichéd odd couple running the firm. But their collaboration is more complicated than that.
Flourish Wealth Management President and Founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.
Long Island b/d charged in Ponzi scheme, Hewins spins off a new team focusing on family businesses and Vanguard’s got $47 million worth of pot stocks in a mutual fund.
Charles Schwab brings data to the forefront with the promotion of its former global data officer, Andrew Salesky.
Dean S. Mustaphalli was charged with defrauding elderly clients of more than $5 million.
Millennials who made money trading digital assets in their spare time are breaking away from top firms.
