The seven advisors collectively had about $1.2 billion in managed assets, according to the Wells Fargo Advisors' suit against former in-house counsel Steven Satter, who joined his colleagues at the independent firm.

The Citadel founder worth $29.6 billion has ditched Chicago for Wall Street South. Not everyone in Miami is so welcoming.

His planning serves as a reminder for advisors to understand our clients’ goals and develop tools to achieve them.

Choir also announced that Dani Fava, group head of product innovation at Envestnet, has joined its board of directors.

It was another nation’s interests that Colony Capital LLC founder Tom Barrack would ultimately seek to advance once Trump was in the White House, prosecutors allege.

Shawn Everett Good faces up to 30 years in prison after pleading guilty to charges of wire fraud and money laundering, according to the Department of Justice.

Yvon Chouinard and his family are transferring ownership of the apparel company to a trust and nonprofit instead of pursuing a sale.