Gerald Bernard argues that he co-founded Wealth Enhancement Group and the firm reneged on paying him "finder's fees" for deals.

DC leaders at the 2024 RPA Retirement Income Roundtable discuss how and when adoption will come.

Year-to-date through May, fundraising for alternative assets available to the retail channel reached $47.56 billion, according to Robert A. Stanger & Co.

Douglas Rothermich, who previously built out TIAA’s HNW planning group and advised on $1 billion in assets, joins Fidelis as a partner and wealth strategist.

Allspring Global Investments plans to start offering actively managed ETFs.

The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.

CAIS, which works with more than 34,000 financial advisers, is cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets.