News

The global provider of investment research and indices will use Fabric to further deliver its tools through advisors.

Aon seeks to get into the middle-market segment of insurance brokerage and wealth management business with the acquisition of NFP, Wealthspire's parent company.

Eddy Blizzard, a former advisor with Suntrust and M&T Securities, pleaded guilty to stealing more than $1 million from an elderly client.

Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan. 1.

Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.

Wealth under management in Miami from Mexico clients alone increased by roughly 10% this year at JPMorgan, with similar gains coming from Argentina, Chile, Peru and several other Latin American nations

Older baby boomers have accumulated more than $14 trillion in additional net worth since the end 2019.

Exencial picked up a $500 million Austin firm in its third acquisition since 2020.

With 15 deals announced and another three the firm says are expected, 2023 stands as the second-most active in WEG’s history.

Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.