Giant RIA acquirer Carson Group of Omaha, Neb., has bought a California advisory practice that was formerly with the Wells Fargo broker-dealer channel and managed $365 million in assets, according to ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

Fees at childcare centers based in people’s homes—long embraced by some parents as a more affordable option than formal daycare centers—soared by almost 50% last year to $344 a week, the survey by ...

In 2025, financial advisors could have a critical role in helping clients navigate billions in repayment from FTX.

Tony Miller, who has served as president of Philadelphia-based Janney Montgomery Scott since last year, has been named CEO. He will be taking over for Tim Scheve, who served as president and CEO from ...

For its part, BlackRock said in response to O’Connor’s ruling that it acts “independently and with a singular focus on what’s in the best financial interests of our clients. Our only agenda is ...

Waterlily is not tied to any insurance product, but it does allow advisors to upload any product from any carrier—whether it's a traditional LTC product, a hybrid policy, an annuity-based LTC, or life ...

Though NBIM is largely an index tracker that invests according to a strict mandate overseen by Norway’s finance ministry, it seeks to make the most of its limited leeway. It owns, on average, 1.5% of ...

A four-member Osaic advisory team overseeing $1 billion in advisory, brokerage and retirement plan assets is the latest to defect to LPL Financial.

Private markets are set for a “golden age” even as investors adapt to a world of higher interest rates thanks to the vast pools of capital controlled by rich families that are set to pour into ...

It could have been a bitter lesson for day traders that embraced the category. Instead, traders plowed another $1 billion into the GraniteShares 2x Long NVDA Daily ETF (ticker NVDL)—its biggest ...

The new offering will develop separately managed accounts, ETFs and bitcoin in partnership with Charles Schwab Corp.