Mariner Holdings Names New Investment Strategist, CIO
William Greiner has been elevated to chief investment strategist of Mariner Holdings, and Mark Caplinger has joined Mariner Wealth Advisors as CIO.
‘Internet of Things’ Beckons New VC Firm
Moonscape Ventures plans to support innovative technology that interconnects devices, brings the Internet to normal objects and automates everyday tasks.
Kickstarter: The Rosie the Riveter of Investing?
Two recent studies report women have higher rates of success than men in funding their projects through crowdfunding sites like Kickstarter and Indiegogo.
More Investors Get Help With Oil Change Than 401(k) Advice: Schwab
Investors are also more likely to have someone help them landscape or help with their taxes than get help making their 401(k) investment choices.
Sica Launches New Alts Platform
Circle Squared Alternative Investments aims to make investments like real estate, private equity and natural resources more accessible.
Hispanics Seek More Financial Knowledge
Growing up with little to no financial education, Hispanic investors today say they are hungry for more investment knowledge, according to a Wells Fargo survey.
Whistleblowers Abroad Not Protected Under Dodd-Frank, Court Rules
A federal appeals court dismissed a case brought by a whistleblower in China, saying Dodd-Frank's anti-retaliation rules didn't apply overseas.
Edward Jones to Fund Series 7 Course for College Students
The firm will pay to add this course to 10 universities that offer a financial planning sequence, starting with Kansas State University.
HNW Women Embrace Alts
HNW women allocate a larger portfolio share to alternative investments than men do, MainStay found.
Ladenburg Thalmann to Acquire KMS Financial Services
Recruiter Jonathan Henschen said the deal surprised him but makes sense given Ladenburg's reputation for keeping acquired BDs intact.