Jamie Hopkins to Exit Carson Group
By Jeff BermanCarson's managing partner of wealth solutions says he plans to join a firm closer to home in October.
September 11, 2023
Wealthtender Buys Online Advisor Community AGCMembers of AGC, co-founded by Taylor Schulte and Justin Castelli, will gain access to Wealthtender's marketing tools.
September 11, 2023
Wells Fargo's $1B Fake-Accounts Settlement Gets Judge's OKThe securities class-action settlement brings the total the bank has agreed to pay to nearly $5 billion.
September 11, 2023
U.S. Stocks Likely to Dip Further: OppenheimerWall Street's most bullish strategist says the recent pullback has further to go.
September 11, 2023
How to Tweak Portfolios Now: Morgan StanleyStrategist Michael Wilson says markets aren't reflecting the risk of a recession and recommends this "barbell" approach.
September 10, 2023
Orion Taps AssetMark CEO to Replace Eric ClarkeWhen Natalie Wolfsen joins the firm in mid-October, Clarke will take on a "supporting leadership role."
September 09, 2023
New DOL Fiduciary Rule Lands at OMBThe new rule would take into account the practices of investment advisors, the Department of Labor said.
September 08, 2023
Ex-Edward Jones Employee Alleges Abuse In Suit Against Firm, AdvisorThe advisor screamed at the employee repeatedly and made her cry, according to the lawsuit.