Cerity, with more than $103 billion in assets under management and 35 offices across the country, said in a press release that combining with SBC will add $1 billion in AUM to the acquisitive ...

Merrill also added Michael Puleio and Laura Bokser to its Private Wealth Management office in New York City under Regional Managing Director Nathan Marsden. Previously at JP Morgan, Puleio, a managing ...

The Family Office Resource Group will offer family-office solutions to advisors and other financial professionals.

A direct hit is looming for a thriving retirement mecca that has long avoided the worst effects of powerful storms.

How much cat-bond investors will be called on to pay to cover Milton’s impact depends on the scale of the damage. Florida Citizens, the state’s insurer of last resort, stands to collect about $500 ...

Cetera Financial Group, the nation’s fifth-largest independent broker-dealer by revenue, said today it had agreed to buy Concourse Financial Group, the hybrid broker-dealer/RIA arm of Birmingham, Ala.

In the Ivy League, Columbia University’s 11.5% return is the best so far, while Dartmouth College and the University of Pennsylvania reported single-digit gains. Harvard and Yale, which have the ...

Dynasty Financial Partners, a provider of back-office services to independent investment advisers, won backing from BlackRock Inc. and JPMorgan Asset Management as it looks to accelerate ...

As advisors anticipate the impact of the new Fed rate-cut cycle on client portfolios, many will probably rely on the conventional wisdom that cyclicals are likely to benefit the most.

Mohamed El-Erian says that the guessing game that’s taking place over the Federal Reserve’s path for monetary policy is creating market ...

Fidelity Investments is unveiling a revamped desktop platform for active traders, featuring faster processing speeds and a refreshed look.

The three-member Finra panel awarded Pappas $1.4 million, but his request for expungement was denied. The panel also dismissed claims against Wells Fargo broker Casey B. Middleton, who was named in ...