Hightower Continues Growth Streak With $2B RIA Acquisition
By Jeff BermanThe acquisition of Vigilant Wealth Management is Hightower's fifth deal this year.
May 31, 2023
Edelman Financial Engines Names New CEOJay Shah is set to join Edelman on Aug. 18, while Larry Raffone becomes the Edelman board chairman.
May 31, 2023
Wharton's Jeremy Siegel Sees Downside Market RisksEconomic strength is driving market performance despite higher interest rates, Siegel wrote.
May 31, 2023
Top 10 States for Ultra-LongevityHere are the states with the biggest percentages of residents 105 or older.
May 31, 2023
House Passes Bill Requiring SEC to Update Small Business DefinitionThe Investment Adviser Association supports the bill, saying the current definition of a small RIA is "inexplicably" low.
May 31, 2023
AI Chatbots Don't Understand AnnuitiesOne popular program offered surface-level detail but got important details wrong, Tamiko Toland of TIAA says.
May 31, 2023
Atria BD Adds Former Signature Bank Advisors With $1BThe three-person team joins a branch of Cadaret Grant in New York.
May 31, 2023
Harvey Pitt, Former SEC Chairman, Dies at 78Pitt was most recently president and CEO of Kalorama Partners.