Invesco's intelliflo, the parent organization for advisor tools like Jemstep and RedBlack, is adding Blake Kannady as its first chief product officer to oversee product alignment.
Bill and Melinda Gates Investments—the 100-person strong team that’s overseen the couple's personal fortune and the endowment of their namesake foundation—changed its name to Cascade Asset Management Co.
According to the commission, Ramiro Jose Sugranes ran a scheme to siphon profitable trades into accounts held by close relatives, with unprofitable trades left to other clients, leading to more than $5 million in losses.
Wealthstream Advisors' Michael Goodman talks about his journey through the financial services industry, from his early experience as a CPA to running a $1 billion in AUM ensemble practice.
Advisor Denika Tokunaga’s family was impacted directly by the racial wealth gap in inner city Baltimore. She opens up about fighting to overcome her circumstances and change her life’s path.
As part of the sale of the EF Hutton trademarks, Stanley Hutton Rumbough, grandson of Edward Francis Hutton, has the option to invest in and join the board of the firm’s first four special purpose acquisition companies.
