A widely regarded executive at one of the largest registered investment advisors in the country has jumped ship to start her own practice with another, much larger RIA. Lori Van Dusen, formerly executive director at Convergent Wealth Advisors in...
Viktor Koen, Kristen French, Stan Luxenberg and Brad Zigler.
Michael Piwowar doesn't plan on sitting around doing nothing as the acting chairman of the SEC.
Jackie Hunt has led Pimco to its first net inflows since 2013, but she's not taking any of the credit.
Matrix Wealth Partners, in registering as an investment adviser last month, disclosed that it’s partly owned by former Lehman Brothers head Richard Fuld.
Samuel Wyly is selling his Dallas mansion and moving into the luxury Edgemere retirement community.
Judge rules proof lacking to convict Guy Wildenstein
The Republican-controlled Congress may require that a quarter of gifts to the wealthiest colleges be used for middle-class financial aid or they won't be tax deductible.
A peek inside the investments and finances of the "friendly vulture," David Martinez
A new ETF by Gamco Investors to track John Malone's constellation of companies.
