Christopher Turean used the money he embezzled from an unnamed client to gamble and pay down a home equity loan, according to the Department of Justice.

Plus multiple enhancements at Interactive Brokers; FP Alpha and PreciseFP partner, and EagleBrook, Franklin Templeton expand their relationship.

Investing in venture capital funds targeting tech start-ups carries high risks and requires a tolerance for decades of illiquidity. But all it takes is one outperforming company to make it worth it.

Boston-based KinneyMunro Wealth Advisors seeks to deliver "a differentiated investing experience."

In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York.

The wirehouse claims that Zak Gardezy resigned from the firm and began soliciting former clients originally referred from Morgan Stanley’s E*Trade division.

The firm settled similar charges in 2014.

The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.