Eddie Welch, who will take over the company's WM business, was the co-founder and CEO of Alabama-based RIA Welch Hornsby, which was added to Captrust last October.

The new 'hybrid firm' is the latest in the growing trend toward states opening up law firm ownership to nonlawyers.

Mary Trump sued in September claiming her aunt and two uncles conspired for decades to skim tens of millions of dollars off her inheritance after her father and then her grandfather died.

Narrated by Bank of America's digital assistant, Erica, the interactive reports pull from technology released in August.

The judge overseeing the sentencing of Anthony Diaz said he showed little remorse during his Jan. 2020 jury trial.

During Clayton's tenure as SEC chair, regulators determined Bitcoin and Ether weren’t securities, removing an overhang that could have impeded trading and acceptance of those tokens.

After more than three decades in practice, Ron Davidson, who broke down barriers as one of the first Black independent financial advisors, found his successor with the help of LPL’s diversity and inclusion initiative. He retires on April 1.

A succinct summary of mergers, acquisitions and movement in wealth management for the week ending March 26.