Adding the Dallas-based Brownlie & Braden Advisors to the Kansas City-headquartered Prairie Capital Management Group will ...

A Nevada probate commissioner has rejected Rupert Murdoch’s attempt to amend the terms of his irrevocable family trust.

According to FINRA, the firms failed to supervise whether clients could benefit from fee waivers or rebates on certain mutual ...

Plus, AI research from the CFA Institute on defined contribution plans and Interactive Brokers rolls out AI Commentary ...

As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

F2 Strategy's co-founder provides his take on the most important wealth management technology news of the last month.

The firm has also hired Christian Mitchell, chief digital and information officer at Northwestern Mutual, to take over Mackay ...

With the advantage of hindsight, the U.S. can leverage Europe's decade-long experience with crypto ETPs to avoid pitfalls and ...

A deep dive into the future of wealthtech with Schwab’s Alison Dooher, recorded live at the Schwab IMPACT conference.

A Nevada probate commissioner has rejected Rupert Murdoch’s attempt to amend the terms of his irrevocable family trust.

A good friend recently spoke to a group of estate-planning attorneys, financial advisors and fundraisers. He gave a very ...

From inflation to the fixed income tug of war to whether the market will continue to rely on the 'Magnificent 7' for ...