Amy Wasser’s move to Raymond James is the latest addition of several in recent weeks that have collectively totaled more than $1 billion in managed assets.

Eaglebrook Advisors, which recently landed $20M in funding, has added Roderick Chisholm and Bilal Little to its leadership team.

Scott, 51, the philanthropist and former wife of Amazon.com Inc. founder Jeff Bezos, has a fortune of $54.4 billion. This is her largest gift since joining the Giving Pledge in 2019.

Lessons for RIAs from RPAs and why they should not ignore the 401(k) market.

Michael Markey, the head of Legacy Financial Network, has submitted signatures to compete for the Republican nomination to unseat Democratic Gov. Gretchen Whitmer, according to 'The Detroit News.' Additionally, a Montana-based advisor is running...

For the first time ever, the agency plans to require businesses to outline the risks a warming planet poses to their operations when they file registration statements, annual reports or other documents.