The former head of Morgan Stanley Wealth Management's Sports and Entertainment division has launched Edyoucore Sports & Entertainment, a business, financial and lifestyle consultant to professional athletes and entertainers.

Many breakaway brokers who think they're joining an 'independent' model are being sold a bill of goods.

Shelley O’Connor, who co-led wealth management with Andy Saperstein, will run two regulated bank entities, which the company is looking to expand.

Phoenix-based Advisor Group has more than 7,000 advisors nationwide.

A new Morningstar report suggests there is broader support for sustainable investments, beyond women and millennials.

Rochester, N.Y.-based Meliora Wealth Management and Allied Financial Partners are joining an office of supervisory jurisdiction of Securities America from Cambridge Investment Research.