A recent court ruling says FINRA can no longer shut down broker-dealers on its own and now requires SEC approval. That’s good ...
Waltons tops Bloomberg's 2024 wealth list with $400B. Notable families on the list include Al Nahyan, Al Thani, and the Ofer ...
According to Fidelity Investments ®, 2025 New Year's Financial Resolutions study, Americans are looking ahead to a year of 'living practically.' At the end of a year where Americans have continued to ...
Vanguard has revolutionized retail investing over the past 50 years — now, it’s got its eye on financial advice.
As Americans head into 2025, two studies from Nationwide and Fidelity Investments reveal a mix of financial regret and ...
At first glance, Vanguard and Robinhood don’t appear to have much in common. Robinhood is buying TradePMR, a custodian for independent financial advisors, and is preparing to launch an AI-powered ...
Mike Durbin on Cetera's M&A plans, why consolidation will barrel forward in the wealth management industry and the advantages ...
Vanguard Group has hired a former executive at its rival, Fidelity Investments, to head a new advice and wealth management ...
Arete Wealth Advisors LLC grew its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 78.3% in the third quarter, according to the company in its most recent disclosure with the SEC.
Vanguard is launching a new advice and wealth management division headed by industry veteran Joanna Rotenberg. She will join Vanguard from Fidelity in January 2025 and lead the new division as a ...
The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.
The latest acquisitions by Modern Wealth, co-founded by a trio of former United Capital executives, bring its total to 13 ...