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Brad Lamensdorf's newest fund is shining the light on securities lending while trying to make a buck at the same time.

Edward Jones tops wealth management firms in online searches, investors working with advisors are making changes, and UBS loses another $1 billion team.

The group previously oversaw more than $8 billion in institutional assets and $400 million in private assets.

Fiduciary rule going into effect sooner in Nevada, MetLife announces changes to senior leadership and Jeff Bezos crowdsources philanthropy.

Two Morgan Stanley advisors leave for Merrill Lynch, Socratic Wealth Advisors joins LPL and Orion adds Moody's bond ratings to its portal.

The former Treasury Secretary says it’s a good thing the DOL fiduciary rule is now in effect. Otherwise, “it just would’ve been another year or two of uncertainty to reopen it,” he said at Pershing’s Insite conference.

Robin Shanahan and Peter Strelow have been named co-chief operating officers and will report to CEO Emmanuel "Manny" Roman. Dave Ivascyn remains in charge of money management.

Welling is the new CEO of Mercer Advisors, a $10.3 billion RIA that has been on an acquisition tear.

Dennis Stattman, who turns 66 this month, will return in August.

Corporate tax reform will happen eventually, a Texas financial advisor pleads guilty to fraud and FIS adds a robo to its offerings.