People

Laura Ward is joining William Blair as a managing director and wealth advisor out of San Francisco a month after her previous firm collapsed and was acquired by JPMorgan Chase.

Edelman Financial Engines' current chief, Larry Raffone, will transition to chairman, effective in August.

O'Neil was a pioneer in using computer data to analyze stocks.

Launches, acquisitions and affiliations were all announced in the RIA landscape this week, as were some key people moves.

Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.

Honeytree Investment Management CEO Liz Simmie admitted that the ongoing ESG conversation is a 'hot mess,' but she would still encourage clients to dig deeper into the strategy.

Shawn Edward Good took in $7.2 million from at least 13 victims, according to federal prosecutors.

From a young age, Jamal Mashburn dreamt of carrying a briefcase; along the way, people laughed in his face. His advisor, who’s been with him since he was 19, wasn’t one of them.

Former Fidelity executive talks about his previous roles, newly created position at Cetera and vision for the future.