Captrust Adds $1.4B Carolinas Team
By Janet LevauxThe 20-member wealth group serves families, endowments, retirement plans and corporations in more than 30 states.
February 27, 2025
Senate Panel OKs Labor Secretary NomineeThe Senate HELP Committee voted 14-9 Thursday to approve the nomination of Lori Chavez-DeRemer.
February 26, 2025
Robinhood Closes TradePMR AcquisitionAcquisition of the $40 billion RIA platform aims to accelerate Robinhood’s delivery of investment advisor capabilities to clients.
February 26, 2025
Yes, Canadians Can Participate in Social SecurityAdvisors who serve cross-border clients should know about the retirement income insurance program's rules and restrictions.
February 26, 2025
Betterment Acquires Ellevest's Automated Investing BusinessEllevest will continue to offer financial planning and wealth management services to high-net-worth clients.
February 26, 2025
New Advisor Survey Finds Rapid Attitude Shift on AIThe vast majority of financial professionals find the emerging technology helpful to their practice, Advisor360° research found.
February 26, 2025
9 Questions Financial Advisors Should Ask When Using AIWith the great power of generative AI tools also comes great responsibility, especially for fiduciary financial professionals.
February 25, 2025
CFP Board Publishes AI Ethics Guide for AdvisorsThe document helps CFP professionals apply artificial intelligence tools while adhering to the organization’s code and standards.