The AdvisorShares Gerber Kawasaki ETF is based on nine investment themes advisor Ross Gerber expects will outperform in the post-COVID economy.

Nearly a year and a half after integrating its last acquisition, Brent Brodeski's Savant Wealth Management has acquired a $250 million Michigan firm.

Isaiah Goodman pleaded guilty to mail fraud in federal court, with the Department of Justice arguing he defrauded at least 23 clients out of millions.

The bank could consider appointing a global wealth management head to oversee the unified business.

More than 220 firms and organizations were selected as finalists in one or more of the 93 categories for the 2021 WealthManagement.com Industry Awards.

Phillip W. Conley could face up to 20 years in prison for portraying himself as an investment advisor to raise funds from about 18 victims, according to the Justice Department.