CFA candidates will be able to take the first-level exam on computers, starting in 2021, the CFA Institute said.

The Massachusetts Secretary of the Commonwealth's securities division is requesting information about Fidelity's mutual fund fees.

Joe Ferlisi will be Rockefeller Capital Management's chief information officer.

FinTech Advisory Working Group will help companies navigate regulatory requirements.

Following enthusiastic crypto-centered talks at several advisor conferences, Edelman is forming a group tasked with educating RIAs on blockchain and cryptoassets.

On the verge of retirement, Bill Gross said he wants to be remembered for investing clients’ savings profitably and helping to build a “wealth-creating machine” at Pimco.

The chief investment officer of the $5 trillion asset manager stressed the growing importance of the softer side of financial advice.