Merrill Team Forms RIA to Serve 'Family Next Door'
By Janet LevauxThe $420 million group is "a great fit for the independent wealth arena," Dynasty head Shirl Penney says.
December 29, 2023
Fidelity Moves Ahead With Efforts to Launch SoteriaReThe Bermuda-based firm says it will focus on serving annuity issuers.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 21, 2023
9 Best-Performing Large-Growth Funds of 2023: MorningstarFunds that invest in big companies have outperformed the overall stock market by 10.1 percentage points this year.
December 18, 2023
Personal Investing Head Joanna Rotenberg to Leave FidelityRotenberg helped steer the firm's partition of its personal investing business into two distinct entities.
December 13, 2023
Fidelity Backs Financial Planning Center as Founding SponsorLeadership of the investment giant says the firm is committed to supporting diversity and inclusion initiatives.
December 08, 2023
Americans Resolve to Approach Money Differently in 2024The top three financial goals remain the same as last year, the study found.
December 01, 2023
Fidelity Customers Face Issues With Trading Site, AppsThe investment firm acknowledged issues with its mobile apps, trading platform and website.