"Allocation to mid-cap is important as they bring returns closer to small cap while also giving the same stability as large caps," said Varun Fatehpuria, Founder & CEO of Daulat Wealth Management. He ...

Jed Finn says the firm's wealth unit could easily meet its operating margin goals if it simply stopped spending money to support advisors. But it's not about to do that.

The company’s new enterprise unit already has a big client in insurer Prudential Financial. Can it win more such customers?

New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors. The Zeplyn Meeting Assistant takes unstructured conversational data and turns it into ...

Under New Jersey Market Manager Alma DeMetropolis, the local team has doubled in size over the past five years,.

The wealth tech giant's latest rollout of much-requested updates will enhance its support for Schwab affiliated advisors.

The Association of African American Financial Advisors adds a permanent board chair to its recent CEO appointment.

Brookfield Corporation focuses on hard assets with a proven 19% annualized return. Learn why BN stock offers strong growth ...

TWC Investment Management, which launched in September, has unveiled a long-only equity fund targeting global wealth creator ...

Sanctuary CEO Jim Dickson has tapped veterans from Summit Financial and BNY Pershing as it transitions an "oversubscribed pipeline" of advisor teams.

Effective money management involves a range of practices and habits that help you optimize your income, reduce debt, and ...

Jon Frojen, who spent the last four years as Osaic's CFO, replaces John Gray, who recently moved into the chief accounting ...