Can an email be a holographic will?

Savant Wealth Management adds $730 million in assets as CEO Brent Brodeski pursues five-year, five-fold growth plan.

The billionaire founder of Bridgewater Associates first initiated his transition plan in 2010.

Latest acquisition follows a $4 million technology overhaul bringing client data in-house. It adds two new offices and establishes Merit’s presence in the greater Seattle area.

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

The agency provided a high-profile reminder to celebrities that it is keeping an eye on how digital tokens and other assets are pitched.

The models are part of Kestra’s efforts to bring investment services to advisors across the firm’s business channels, executives say.

Foundations shift billions to donor-advised funds, skirting US laws requiring transfers to the needy, a Bloomberg analysis finds.

The SEC has warned that celebrities touting cryptocurrencies it deems securities need to make clear to investors if they’re paid for the backing.

Great American Life, which provides fixed indexed and registered index-linked annuities to some 50,000 retail advisors, is relinquishing the name back to its former parent and rebranding to MassMutual Ascend.