People

Bill Van Law is leaving Raymond James in April, Tom Bradley joins the advisory board of MaxMyInterest and how to report bitcoin to the IRS.

Michael Scronic pleaded guilty to securities fraud Thursday.

Ameriprise study finds age is just a number, Citi names Natalia Murphy the Head of Trust and Wealth Planning for North America and SmartAsset launches SmartAdvisor matching program.

The Thomas L. Pearson and The Pearson Family Members Foundation sues to void a $100 million gift to University of Chicago.

RIAs detail their issues with technology, Greg Fleming snatches another executive from Morgan Stanley and RBC to move Minneapolis offices.

What happens when $42.2 million worth of rarities return to flood the zone?

The former head of wealth management at Morgan Stanley has got experience, talent and ambition. And now he has the Rockefeller Family as backers. What is his plan?

The last surviving grandchild of John D. Rockefeller had a long-standing affinity for modern art.

CJM Wealth Management plans to leverage Dynasty Financial Partners’ resources for mergers and acquisitions.

Sallie Krawcheck isn’t shying away from the gun debate, employers and investors differ on retirement and Advisor Group partners with Envestnet on a retirement account platform.