Modern Wealth director of investments Stephen Tuckwood is scaling the firm’s centralized investment platform to support a growing advisor base heading into 2027. Tuckwood has a team of six analysts at ...

Plannr, the customer relationship management (CRM) provider for advice businesses, has appointed Guy Tolhurst as its first CEO. Tolhurst had been working in Plannr’s strategic advisory and leadership ...

Graham Spence, who helps run the $7.7bn JP Morgan American investment trust, departs to pursue another opportunity.

Hybrid RIA Snowden Lane Partners has agreed to pay more than $360,000 to settle charges from the Securities and Exchange Commission (SEC) that it improperly disclosed conflicts of interest related to ...

Envestnet was part of the initial wave of integration partners with Anthropic's Claude for Financial Advisors, as was competitor Orion, which has opted to charge MCP and API fees for vendor partners.

T. Rowe Price portfolio manager Priyal Maniar will be leaving the firm on November 13 to ‘pursue other opportunities,’ the asset manager confirmed. As a result, she will come ...

Colombia’s House of Representatives rejected a proposal to eliminate the 0.7% fee charged by private pension fund administrators (AFPs).

Impact 2027 will take place September 13-15 in San Diego, overlapping with the Future Proof Festival, slated for September 12-15 nearly 100 miles north, in Huntington Beach, Calif.

How Geneva’s biggest private bank combines institutional asset servicing and bespoke wealth solutions for external asset ...

Software represented Golub Capital Private Credit's largest industry exposure at 22% of the portfolio by end of September.

Lido Advisors is backed by credit manager HPS Investment Partners, private equity firm Charlesbank Capital Partners and RIA minority investor Constellation Wealth Capital.

Robo-advisor Betterment has introduced a new benefits program for retail clients with account balances of at least $250,000.