Summit Financial has taken a minority stake in Ivy Wealth Management, a West Warwick, R.I.-based firm with more than $500 million in client assets. The transaction marks the 14th partnership of 2025 ...

After its recent acquisition by Merit Financial Advisors, Blueprint Wealth Advisors, a former Commonwealth Financial Network advisory firm managing $1.2 billion in client assets, has switched to Binah ...

The wealth management industry is facing its most formidable competitive challenge in a generation. It's not coming from another robo-advisor or digital upstart. It's coming from our best clients -- ...

And many of the investors who flocked to markets during the pandemic have since bowed out. Finra senior researcher Olivia Valdés noted during the press conference that the median age of “Covid-era” ...

Jane Street holds strategic investments in some private companies and funds, some of which are held through an unrestricted subsidiary, and these investments make up about 7% of trading capital, the ...

Here is what retirement account owners need to know as the clock runs out on 2025, and what to prepare for as 2026 appears on the calendar.

More than ever, older investors are seeking investment vehicles offering protection.

The company has appointed two division directors to run its private client group, replacing the role of president.

The firm’s Miami group is expected to grow to 15 people over the next five years from five currently, according to Juan Hernandez, Vanguard’s head of Latin America. The firm is also looking to expand ...

Led by President Nathan Sanders, Sanders Wealth Management, based in Greenwood, S.C., was previously affiliated with Cetera. The firm specializes in creating personalized retirement and estate ...

The Biden administration’s fiduciary rule governing financial advisor behavior is effectively dead—at least for now, shutting down the government’s attempt to expand financial advisors’ obligations ...

Almost a third of 87 individuals commanding 10-figure fortunes surveyed by UBS are looking to cut contributions to private equity vehicles over the next 12 months, the highest decrease of more than a ...